2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 227 Small Blend 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 30.02 percent over the past year, 10.30 percent over the past three years, 25.81 percent over the past five years, and 8.72 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.2%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||25.8%|
|10 Years (Annualized)||8.7%|
The investment seeks long term growth of capital. The fund invests mainly in common stocks of small- and mid-capitalization companies, which it defines as those companies with a total market value between $50 million and $10 billion at the time the fund first invests in them. It may continue to hold or add to a position in a stock after the company's market value has increased above or decreased below this range.
Fees are High compared to funds in the same category.
Neuberger Berman Intrinsic Value Fund has an expense ratio of 2.11 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.