Neuberger Fundamentals

Neuberger Berman Core fundamentals help investors to digest information that contributes to Neuberger Berman's financial success or failures. It also enables traders to predict the movement of Neuberger Mutual Fund. This fundamental analysis module provides a way for investors to measures Neuberger Berman's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Neuberger Berman mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Neuberger Fundamentals 

 
Refresh

Neuberger Ten Year Return Analysis

Neuberger Berman's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Neuberger Berman Ten Year Return

    
  2.89 %  
Most of Neuberger Berman's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Neuberger Berman Core is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Compare to competition

Neuberger Berman Ten Year Return Component Assessment

Based on the latest financial disclosure, Neuberger Berman Core has a Ten Year Return of 2.89%. This is 30.02% lower than that of the Neuberger Berman family and significantly higher than that of the Family category. The ten year return for all United States funds is notably lower than that of the firm.

Neuberger Berman Core Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Neuberger Berman's current stock value. Our valuation model uses many indicators to compare Neuberger Berman value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Neuberger Berman competition to find correlations between indicators driving Neuberger Berman's intrinsic value. More Info.
Neuberger Berman Core is number one fund in three year return among similar funds. It is number one fund in one year return among similar funds reporting about  2.24  of One Year Return per Three Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Neuberger Berman by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Neuberger Berman's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Neuberger Berman's earnings, one of the primary drivers of an investment's value.

Did you try this?

Run Portfolio Suggestion Now

   

Portfolio Suggestion

Get suggestions outside of your existing asset allocation including your own model portfolios
All  Next Launch Module

Fund Asset Allocation for Neuberger Berman

The fund consists of 96.88% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.
 Value 
      Instrument Type 

Neuberger Fundamentals

Be your own money manager

Our tools can tell you how much better you can do entering a position in Neuberger Berman without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Cryptocurrency Center Now

   

Cryptocurrency Center

Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
All  Next Launch Module

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Neuberger Berman Core using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Check out Stocks Correlation. Note that the Neuberger Berman Core 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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

Other Tools for Neuberger Mutual Fund

When running Neuberger Berman Core price analysis, check to measure Neuberger Berman's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Neuberger Berman is operating at the current time. Most of Neuberger Berman's value examination focuses on studying past and present price action to predict the probability of Neuberger Berman's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Neuberger Berman's price. Additionally, you may evaluate how the addition of Neuberger Berman to your portfolios can decrease your overall portfolio volatility.
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Transaction History
View history of all your transactions and understand their impact on performance
Go
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Go
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Go
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Go
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Go
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Go