NBSTX Rating, Research - Neuberger Berman Socially Resp Tr

Neuberger Berman Socially Resp Tr (nbstx)

Home Mutual Fund Research Index Neuberger Berman Socially Resp Tr (nbstx) Fund

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other		 %
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
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SWOT Statistics

Strengths + Opportunities = 36

Threats + Weaknesses = 24

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

Fund Management Survey

Executives are invested in the fund?

Mgmt team together for > 5 yrs?

No big withdrawals of capital?

Consistent strategy for > 5 yrs?

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in domestic equity and debt securities. It also may invest in debt securities and may invest to a limited extent in securities of non-U.S. issuers. The fund may invest in "structured securities", and may also invest in precious metals or, subject to certain regulatory limitations, purchase or sell contracts for their future delivery.

Management Analysis Update

Performance Analysis Update

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