3 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 251 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.71 percent over the past year, 8.08 percent over the past three years, 13.40 percent over the past five years, and 5.46 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||13.4%|
|10 Years (Annualized)||5.5%|
The investment seeks growth of capital. The fund allocates its assets between stocks primarily those of mid-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of the Russell Midcap® Index, and investment grade bonds and other debt securities from U.S. government and corporate issuers. The Portfolio Managers normally allocate anywhere from 50% to 70% of net assets to stock investments, with the balance allocated to debt securities (at least 25%) and operating cash.
Fees are Above Average compared to funds in the same category.
Neuberger Berman Amt Balanced Fund has an expense ratio of 1.85 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.