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Morningstar

Neuberger Berman Strategic Income C NSTCX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 9.56  /  −0.30 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.27%
  • Effective Duration 3.55 years

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 11:42 PM GMT+0

Morningstar’s Analysis NSTCX

Will NSTCX 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 NSTCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NSTCX 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 NSTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A measured multisector bond approach.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

Neuberger Berman Strategic Income’s expansive research engine aids managers of this relative value approach in adding value for investors over time.

by Max Curtin
Rated on Published on

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Portfolio Holdings NSTCX

More NSTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

9.97 565.1 Mil
Government

10 Year Treasury Note Future June 24

7.82 443.5 Mil
Government

2 Year Treasury Note Future June 24

3.83 217.0 Mil
Government

Federal National Mortgage Association 5.5%

2.89 163.8 Mil
Securitized

Federal National Mortgage Association 2.5%

1.53 86.7 Mil
Securitized

Federal National Mortgage Association 4.5%

1.21 68.5 Mil
Securitized

Government National Mortgage Association 6%

1.20 67.8 Mil
Securitized

Ice 3mth Sonia Fu Sep24 Ifll 20241217

1.06 60.2 Mil
Government

Government National Mortgage Association 5%

0.86 48.9 Mil
Securitized

Federal National Mortgage Association 4%

0.78 44.1 Mil
Securitized