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Morningstar

Neuberger Berman International Eq Instl NBIIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.03  /  0.25 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.97%
  • Turnover 49%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis NBIIX

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

People Pillar

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

Staying on course.

Senior Analyst

Summary

| by Gregg Wolper

Although the new lead manager has held his role for less than a year, his familiarity with Neuberger Berman International Equity’s approach and his expressed and now demonstrated intent to maintain that course merit an upgrade of its Morningstar Analyst Rating to Silver from Bronze for its institutional shares, R6 shares, and separately managed account. The costlier shares are upgraded to Bronze from Neutral. These changes stem largely from an upgrade to the People rating to Above Average from Average. (All of these ratings restore the same levels that were in place before longtime lead manager Benjamin Segal announced his intention to leave the fund and firm about a year ago.)

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