NGUAX Rating, Research - Neuberger Berman Guardian Inv

Neuberger Berman Guardian Inv (nguax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 54

Threats + Weaknesses = 34

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

Fund Management Team

Fund Description Update

Neuberger Berman Guardian Inv (NGUAX) Description: NGUAX is a mutual fund, which is an investment that owns a basket of assets. The NGUAX 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. NGUAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. NGUAXs expense ratio is roughly 1%. The latest NGUAXs front end load was 0% and the back end load was 0%. The Neuberger Berman Guardian Inv (NGUAX) mutual fund falls under the large-cap mixed category. NGUAX focuses its investments in USA and NGUAX is not affiliated with a particular industry or fund sector. The Neuberger Berman Guardian Inv (NGUAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NGUAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NGUAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to achieve a high level of total return. The fund invests in a diversified portfolio of common stocks (see stock research) represented in the Standard & Poors 500 Composite Stock Price Index. It generally invests in each stock included in the S&P 500 in approximately equal proportions. The fund may invest in foreign securities represented in the S&P 500, including depositary receipts. It may also purchase and sell stock index futures.

Management Analysis Update

Performance Analysis Update