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Neuberger Berman Short Duration Bd C NSHCX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 6.73  /  −0.13 %
  • Total Assets 171.4 Mil
  • Adj. Expense Ratio
    1.470%
  • Expense Ratio 1.470%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.52%
  • Effective Duration 1.76 years

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 11:51 PM GMT+0

Morningstar’s Analysis NSHCX

Will NSHCX outperform in future?

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

Neuberger Berman Short Duration Bd C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings NSHCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future June 24

42.06 102.7 Mil
Government

Ssc Government Mm Gvmxx

2.95 7.2 Mil
Cash and Equivalents

GULF STREAM MERIDIAN 3 LTD 6.8956%

1.27 3.1 Mil
Securitized

L3 Harris Technologies Inc 5.4%

1.23 3.0 Mil
Corporate

Federal Home Loan Mortgage Corp. 5.5%

1.00 2.4 Mil
Securitized

Oracle Corp. 1.65%

0.98 2.4 Mil
Corporate

Federal Home Loan Mortgage Corp. 6%

0.96 2.3 Mil
Securitized

Morgan Stanley 1.593%

0.86 2.1 Mil
Corporate

Wells Fargo & Co. 3.908%

0.85 2.1 Mil
Corporate

Goldman Sachs Group, Inc. 1.948%

0.84 2.0 Mil
Corporate