3 / 5 Stars
4 4 4 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#24 in Small Growth
U.S. News evaluated 215 Small Growth 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 37.62 percent over the past year, 16.15 percent over the past three years, 20.60 percent over the past five years, and 8.95 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||9.0%|
The investment seeks growth of capital. The fund normally invests at least 80% of its net assets in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of the Russell 2000 Index at the time of initial purchase. It seeks to reduce risk by diversifying among many companies, sectors and industries. The Portfolio Manager employs a disciplined investment strategy when selecting growth stocks. At times, the Portfolio Manager may emphasize certain sectors that he believes will benefit from market or economic trends. The fund may engage in active and frequent trading.
Fees are Above Average compared to funds in the same category.
Neuberger Berman Small Cap Growth Fund has an expense ratio of 1.26 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.