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Morningstar

Neuberger Berman Short Duration Bd C NSHCX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 6.73  /  −0.13 %
  • Total Assets 169.3 Mil
  • Adj. Expense Ratio
    1.470%
  • Expense Ratio 1.470%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.52%
  • Effective Duration 1.76 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis NSHCX

Will NSHCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NSHCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NSHCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NSHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Neuberger Berman Short Duration Bd C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NSHCX

More NSHCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future June 24

42.06 102.7 Mil
Government

Ssc Government Mm Gvmxx

2.95 7.2 Mil
Cash and Equivalents

GULF STREAM MERIDIAN 3 LTD 6.8956%

1.27 3.1 Mil
Securitized

L3 Harris Technologies Inc 5.4%

1.23 3.0 Mil
Corporate

Federal Home Loan Mortgage Corp. 5.5%

1.00 2.4 Mil
Securitized

Oracle Corp. 1.65%

0.98 2.4 Mil
Corporate

Federal Home Loan Mortgage Corp. 6%

0.96 2.3 Mil
Securitized

Morgan Stanley 1.593%

0.86 2.1 Mil
Corporate

Wells Fargo & Co. 3.908%

0.85 2.1 Mil
Corporate

Goldman Sachs Group, Inc. 1.948%

0.84 2.0 Mil
Corporate