Morningstar

Neuberger Long Short Fund C Class NLSCX

Morningstar Medalist Rating
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Medalist Rating as of See Neuberger Investment Hub
  • NAV / 1-Day Return $19.25  /  −0.52 %
  • Fund Size $7.0B
  • Adjusted Expense Ratio 2.380%
  • Net Expense Ratio 2.180%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 1%
NAV and 1-Day Return as of

Morningstar’s Analysis NLSCX

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

  • People Pillar

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

Multiple levers, mixed results for this long-short approach.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Neuberger Berman Long Short’s flexible approach brings several avenues to add value, but inconsistent execution limits its appeal.

by Drew Carter
Rated on Published on

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Portfolio Holdings NLSCX

More NLSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

17.55 870M
Cash and Equivalents

NVIDIA Corp

10.11 501M
Technology

Alphabet Inc Class A

8.58 425M
Communication Services

Amazon.com Inc

8.28 410M
Consumer Cyclical

Microsoft Corp

7.57 375M
Technology

Apple Inc

6.47 321M
Technology

Ssc Government Mm Gvmxx

6.01 298M
Cash and Equivalents

Meta Platforms Inc Class A

5.38 267M
Communication Services

Fanatics Holdings

4.01 199M
—

Broadcom Inc

3.44 170M
Technology

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