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NBSRX Neuberger Berman Socially Rspns Inv

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Fund NBSRX Neuberger Berman Socially Rspns Inv
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Annual Fees
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 12.58%
3 YR 8.60%
5 YR 14.71%
10 YR 7.03%
The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's financial criteria and social policy. The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the fund's social policy. It seeks to reduce risk by investing across many different industries. The Portfolio Managers employ a research driven and valuation sensitive approach to stock selection, with a long term perspective.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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