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Morningstar

Neuberger Berman Long Short A NLSAX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 17.44  /  +0.29 %
  • Total Assets 6.8 Bil
  • Adj. Expense Ratio
    1.660%
  • Expense Ratio 1.670%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Long-Short Equity
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.30%
  • Turnover 54%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:02 AM GMT+0

Morningstar’s Analysis NLSAX

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

  • People Pillar

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

Increased confidence in Neuberger Berman Long Short A's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NLSAX

More NLSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −2.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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—

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