Morningstar

Neuberger Berman Advisers Management Trust Short Duration Bond Portfolio I class

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Investment Hub
  • NAV / 1-Day Return 9.73  /  0.00
  • Total Assets 76.3M
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.53%
  • Effective Duration 2.05 years

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 10:50 PM GMT+0

Morningstar’s Analysis

Will Neuberger Berman AMT Short Dur Bd I outperform in the 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 Neuberger Berman AMT Short Dur Bd I’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Neuberger Berman AMT Short Dur Bd I 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 Neuberger Berman AMT Short Dur Bd I’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Neuberger Berman AMT Short Dur Bd I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings

More Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

41.29 44M
Government

RR 29 Ltd/RR 29 LLC 5.0631%

1.33 1M
Securitized

TRESTLES CLO III LTD/ LLC 6.87921%

1.24 1M
Securitized

OCP CLO LTD 2021-21 6.37921%

1.05 1M
Securitized

Trestles CLO VI Ltd. 4.99015%

1.04 1M
Securitized

Goldman Sachs Group, Inc. 1.948%

0.98 1M
Corporate

Societe Generale S.A. 5.371%

0.83 873,167
Corporate

Federal Home Loan Mortgage Corp. 5.5%

0.81 854,521
Securitized

Federal National Mortgage Association 5%

0.78 822,599
Securitized

Rr 7 Ltd / Rr 7 Llc 6.37815%

0.76 803,643
Securitized

Sponsor Center