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Morningstar

Neuberger Berman Strategic Income C NSTCX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 9.33  /  0.33 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.64%
  • Effective Duration 4.89 years

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis NSTCX

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

People Pillar

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

A measured multisector bond approach.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

Neuberger Berman Strategic Income’s expansive research engine aids managers of this relative value approach in adding value for investors over time.

by Max Curtin
Rated on Published on

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Portfolio Holdings NSTCX

More NSTCX Holdings
  • Current Portfolio Date
  • Equity Holdings 9
  • Bond Holdings 1452
  • Other Holdings 114
  • % Assets in Top 10 Holdings 20.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 5yr Note (Cbt) Dec23 Xcbt 20231229

10.34
456,235,641
Government

Future on 2 Year Treasury Note

4.85
213,994,922
Government

Ssc Government Mm Gvmxx

4.20
185,300,930
Cash and Equivalents

Future on 10 Year Treasury Note

3.89
171,765,344
Government

Federal National Mortgage Association 5.5%

3.76
165,977,421
Securitized

Federal National Mortgage Association 4%

2.84
125,436,068
Securitized

Federal National Mortgage Association 4.5%

2.31
102,065,656
Securitized

iShares iBoxx $ High Yield Corp Bd ETF

1.38
60,877,129
—

Can 2yr Bond Fut Dec23 Xmod 20231218

1.33
58,529,922
Government

Euro FX Dec23

1.31
57,989,289
Derivative