Morningstar

Neuberger Focus Fund Trust Class NBFCX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Investment Hub
  • NAV / 1-Day Return 35.19  /  −1.12 %
  • Total Assets 808.8M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.10%
  • Turnover 79%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NBFCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Neuberger Focus Trust 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

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Portfolio Holdings NBFCX

More NBFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

6.85 57M
Consumer Cyclical

Ssc Government Mm Gvmxx

6.23 52M
Cash and Equivalents

Lam Research Corp

4.12 34M
Technology

Samsung Electronics Co Ltd

4.09 34M
Technology

NVIDIA Corp

4.00 33M
Technology

Mitsubishi UFJ Financial Group Inc

3.46 29M
Financial Services

UniCredit SpA

3.28 27M
Financial Services

Snowflake Inc Ordinary Shares

2.98 25M
Technology

Contemporary Amperex Techn H Common Stock Cny1.0

2.80 23M
—

Roche Holding Ag Common Stock Chf.001

2.65 22M
—

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