Skip to Content

Neuberger Berman Long Short Instl NLSIX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 17.80  /  +0.28 %
  • Total Assets 6.7 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.300%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.63%
  • Turnover 54%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 11:56 PM GMT+0

Morningstar’s Analysis NLSIX

Will NLSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Neuberger Berman Long Short Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NLSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 2.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

24.85 1.4 Bil
Cash and Equivalents

Ssc Government Mm Gvmxx

10.15 559.8 Mil
Cash and Equivalents

Microsoft Corp

5.18 285.5 Mil
Technology

Amazon.com Inc

4.41 243.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.67 202.3 Mil
Communication Services

Salesforce Inc

3.45 190.1 Mil
Technology

Fanatics Holdings Inc Class A

2.94 161.9 Mil

Alphabet Inc Class A

2.90 159.8 Mil
Communication Services

McDonald's Corp

2.88 158.7 Mil
Consumer Cyclical

Apple Inc

2.64 145.6 Mil
Technology