NBSRX Rating, Research - Neuberger Berman Socially Resp Inv

Neuberger Berman Socially Resp Inv (nbsrx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 38

Threats + Weaknesses = 25

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nbsrx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Neuberger Berman Socially Resp Inv (NBSRX) Description: NBSRX is a mutual fund, which is an investment that owns a basket of assets. The NBSRX mutual fund was provided by Neuberger Berman and this investment vehicle derives the majority of its value from equity holdings (stocks). Neuberger Bermans mutual fund has a medium management tenure and is in the large fund size classification. NBSRXs minimum initial investment amount is $1000 while the IRA minimum is $1000. NBSRXs expense ratio is roughly 1%. The latest NBSRXs front end load was 0% and the back end load was 0%. The Neuberger Berman Socially Resp Inv (NBSRX) mutual fund falls under the large-cap mixed category. NBSRX focuses its investments in USA and NBSRX is not affiliated with a particular industry or fund sector. The Neuberger Berman Socially Resp Inv (NBSRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NBSRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NBSRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests in a highly concentrated portfolio, consisting mainly of common stocks (see stock research) of companies of any size that are selected using a fundamental, research driven approach. It normally holds a limited number of stocks (see stock research). Because of the concentrated nature of investment, the funds typically substantially over-and under-weighted in certain economic sectors. The funds non-diversified.


Management Analysis Update

Neuberger Berman Socially Resp Inv's executives / managers make better investing decisions, because their assets are invested along side their client's.


Performance Analysis Update