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Neuberger quote and profile

 
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13.15
  
FUND
0.00  No Change   0.00%  
May 21 2013 

Diversification Suggestion

Use Neuberger to protect against small markets fluctuations. The fund experiences stable pattern. Watch out for signals
Analyze Neuberger Berman Focus Trend or Check current 30 days Neuberger correlation with market (S&P 500)
1 Month Beta 0.96  
Highest Price:  
Lowest Price:  
13.15  
12.26  
May 17 2013 
April 22 2013 
Neuberger returns are very sensitive to returns on the market. As market goes up or down, Neuberger is expected to follow.
Neuberger Berman Focus Adv llmost one BetaNeuberger Berman Focus Beta Legend
NBFAX United States NASDAQ
Neuberger Berman Focus Adv
Neuberger Berman
Large Blend
Benchmark S&P 500
Contact Number: 800. 877. 9700
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset657.2 M
Last Dividend Paid0.11
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States SP 500   0.11 % Macroaxis: 0.11 Moved Up  
 
 thisGreen NBFAX NBFAX agains markets  0.00 % No Change  
 United States NYSE   0.07 % Macroaxis: 0.07 Moved Down  
 
 United States Russel   0.07 % Macroaxis: 0.07 Moved Down  
 
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Neuberger Leadership

Timothy Creedon Fund Manager since July 26, 2011, CFA
David Levine Fund Manager since June 16, 2008, CFA

Neuberger Price and Market Media

The median price of Neuberger for the period between Sun, Apr 21, 2013 and Tue, May 21, 2013 is 12.7 with a coefficient of variation of 2.21. The daily time series for the period is distributed with a sample standard deviation of 0.28, arithmetic mean of 12.68, and mean deviation of 0.25. The Fund did not receive any noticable media coverage during the period.
Neuberger         SP 500
Price Growth (%)
 

Neuberger Summary

Neuberger Berman Focus Adv [NBFAX] is traded in USA and was established in September 2, 1996. The fund is listed under Large Blend category and is part of Neuberger Berman family. This fund now has accumulated 657.2 M in assets with minimum initial investment of . Neuberger Berman Focus Adv is currently producing year-to-date (YTD) return of 11.57% with the current yeild of 0.89%, while the total return for the last 3 years was 16.21%.

Fund Instrument Allocation for Neuberger

The fund consists of 96.89% investments in stocks, with the rest of investments allocated between different money market instruments.
Past Market
Over 30
Days
31
Out Of
100
 
Chance of
Less
Than
%
 
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Neuberger Research Report

Neuberger vs. Vanguard

Correlation analysis and fundamentals comparison between Neuberger Berman Focus and Vanguard Total Stock

Neuberger Asset Under Management

Neuberger Berman Focus Adv is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 1.63 Trillion. Neuberger adds roughly 657.2 Million in net asset claiming only tiny portion of funds under Large Blend category.

Neuberger Fundamentals

Equity Positions Weight vs Cash Position Weight
Net Asset vs One Year Return
Equity Positions Weight vs Ten Year Return
Price to Earning vs One Year Return

Neuberger vs Competition

Neuberger vs. Vanguard Total Stock Mkt Idx Adm
Neuberger vs. Vanguard Total Stock Mkt Idx Signal
Neuberger vs. Vanguard Total Stock Market Idx I
Neuberger vs. Vanguard Total Stock Mkt Idx Inv
Neuberger vs. Vanguard Institutional Index Instl Pl
Neuberger vs. Vanguard Institutional Index I
Neuberger vs. Vanguard 500 Index Admiral
Neuberger vs. Vanguard 500 Index Inv
Neuberger vs. Vanguard 500 Index Signal
Neuberger vs. American Funds Invmt Co of Amer 529C

Neuberger May 21 2013 Opportunity Range

Downside Deviation0.7008
Information Ratio0.0735
Maximum Drawdown1.78
Value At Risk(0.62)
Potential Upside1.13

 
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