Neuberger Ten Year Return

NCRCX -  USA Fund  

USD 10.58  0.01  0.09%

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 Ten Year Return 

 
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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.
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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.

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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

About Neuberger Berman Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Neuberger Berman Core's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Neuberger Berman using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Neuberger Berman Core based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks to maximize total return consistent with capital preservation. The fund normally invests in a diversified mix of debt securities, which primarily include government bonds, corporate bonds, mortgage-backed securities and asset-backed securities. It normally will not invest more than 15 percent of its total assets in non-U.S. dollar denominated securities and, through hedging strategies, and the adviser will attempt to limit its exposure to currencies other than the U.S. dollar to 5 percent of its total assets.

Neuberger Berman Investors Sentiment

The influence of Neuberger Berman's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Neuberger. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Neuberger Berman in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Neuberger Berman's short interest history, or implied volatility extrapolated from Neuberger Berman options trading.

Current Sentiment - NCRCX

Neuberger Berman Core Investor Sentiment

Macroaxis portfolio users are evenly split in their trading attitude regarding investing in Neuberger Berman Core. What is your trading attitude regarding investing in Neuberger Berman Core? Are you bullish or bearish?
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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.

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Additionally, see Neuberger Berman Piotroski F Score and Neuberger Berman Altman Z Score analysis. 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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Complementary Tools for Neuberger Mutual Fund analysis

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.
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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.