Neuberger Berman Fundamental Relationships

IE00B8GFK154 -- Ireland Fund  

EUR 17.24  0.32  1.82%

The Drivers Module shows relationships between Neuberger Berman's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Neuberger Berman US Mlt Cp Opp over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Neuberger Berman Three Year Return vs. Minimum Initial Investment Fundamental Analysis

Neuberger Berman US Mlt Cp Opp is currently considered the top fund in minimum initial investment among similar funds. It is currently considered the top fund in three year return among similar funds . The ratio of Minimum Initial Investment to Three Year Return for Neuberger Berman US Mlt Cp Opp is about  293,255 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Neuberger Berman 
Minimum Initial Investment 
=  
First Fund Deposit 
=
5 M
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Neuberger Berman 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
17.05 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Neuberger Berman Three Year Return Comparison

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