Neuberger Mutual Fund Buy Hold or Sell Recommendation

NBPIX -  USA Fund  

USD 45.47  0.06  0.13%

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Neuberger Berman Large is 'Cautious Hold'. Macroaxis provides Neuberger Berman buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding NBPIX positions. The advice algorithm takes into account all of Neuberger Berman's available fundamental, technical, and predictive indicators you will find on this site.

Neuberger Advice 

 
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The advice is provided from Neuberger Berman's buy-and-hold perspective. Additionally, see Neuberger Berman Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Neuberger and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Neuberger Berman Large.

Execute Neuberger Berman Buy or Sell Advice

The Neuberger recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Neuberger Berman Large. Macroaxis does not own or have any residual interests in Neuberger Berman Large or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Neuberger Berman's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Neuberger BermanBuy Neuberger Berman
Cautious Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Neuberger Berman Large has a Mean Deviation of 0.8227, Semi Deviation of 0.9934, Standard Deviation of 1.04, Variance of 1.09, Downside Variance of 1.12 and Semi Variance of 0.9869
Neuberger Berman Large trade recommendations module can be used to check and cross-verify current advice provided by analysts analyzing the entity's potential to grow using all of fundamental, technical, data market data available at the time. Use Neuberger Berman Large price to book, five year return, as well as the relationship between the Five Year Return and equity positions weight to ensure your buy or sell decision on Neuberger Berman Large is adequate.

Neuberger Berman Trading Alerts and Improvement Suggestions

Neuberger Berman is unlikely to experience financial distress in the next 2 years
The fund maintains about 6.3% of its assets in cash

Neuberger Berman Returns Distribution Density

The distribution of Neuberger Berman's historical returns is an attempt to chart the future uncertainty of Neuberger Berman's future price movements. The chart of the probability distribution of Neuberger Berman stock daily returns describes the distribution of returns around its average expected value. We use Neuberger Berman Large price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Neuberger Berman returns is essential to provide solid investment advice for Neuberger Berman stock.
Mean Return0.0292Value At Risk-1.69
Potential Upside1.67Standard Deviation1.04
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Neuberger Berman historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Neuberger Berman Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Neuberger Berman or Neuberger Berman sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Neuberger Berman stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Neuberger stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.021163
β
Beta against DOW-0.09
σ
Overall volatility
1.05
Ir
Information ratio -0.0024

Neuberger Berman Volatility Alert

Neuberger Berman Large has relatively low volatility with skewness of -0.2 and kurtosis of 0.39. However, we advise all investors to independently investigate Neuberger Berman Large to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Neuberger Berman's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Neuberger Berman's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Neuberger Berman Implied Volatility

Neuberger Berman's implied volatility exposes the market's sentiment of Neuberger Berman Large stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Neuberger Berman's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Neuberger Berman stock will not fluctuate a lot when Neuberger Berman's options are near their expiration.

Neuberger Berman Fundamentals Vs Peers

Comparing Neuberger Berman's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Neuberger Berman's direct or indirect competition across all of the common fundamentals between Neuberger Berman and the related equities. This way, we can detect undervalued stocks with similar characteristics as Neuberger Berman or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Neuberger Berman's fundamental indicators could also be used in its relative valuation, which is a method of valuing Neuberger Berman by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Neuberger Berman to competition
FundamentalsNeuberger BermanPeer Average
Price to Earning15.91 X6.53 X
Price to Book1.53 X0.74 X
Price to Sales1.80 X0.61 X
One Year Return(0.70) %4.15 %
Three Year Return5.69 %3.60 %
Five Year Return6.40 %3.24 %
Ten Year Return9.35 %1.79 %
Net Asset6.56 B4.11 B
Minimum Initial Investment1000 K976.16 K
Last Dividend Paid0.550.65
Cash Position Weight6.30 %10.61 %
Equity Positions Weight93.70 %63.90 %

About Neuberger Berman Buy or Sell Advice

When is the right time to buy or sell Neuberger Berman Large? Buying financial instruments such as Neuberger Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Neuberger Berman investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Neuberger Berman in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Additionally, see Neuberger Berman Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Neuberger Berman Large information on this page should be used as a complementary analysis to other Neuberger Berman's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Global Correlations module to find global opportunities by holding instruments from different markets.

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Please note, there is a significant difference between Neuberger Berman's value and its price as these two are different measures arrived at by different means. Investors typically determine Neuberger Berman value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Neuberger Berman's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.