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Neuberger Berman Focus Trust (NBFCX)

28.18
-1.44
(-4.86%)
At close: 8:03:54 PM EDT
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  • Previous Close 29.62
  • YTD Return 5.00%
  • Expense Ratio 1.11%
  • Category World Large-Stock Growth
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 747.13M
  • Beta (5Y Monthly) 1.03
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.10
  • Inception Date Aug 30, 1993

The fund invests in a concentrated portfolio, consisting mainly of common stocks of companies of any size that are selected using a fundamental, research driven approach. It typically holds a limited number of stocks of U.S. and non-U.S. companies, including companies in emerging markets. Because of this, the fund may at times be substantially over- and under-weighted in certain economic sectors.

Neuberger Berman

Fund Family

World Large-Stock Growth

Fund Category

747.13M

Net Assets

1993-08-30

Inception Date

Performance Overview: NBFCX

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Trailing returns as of 4/2/2025. Category is World Large-Stock Growth.

YTD Return

NBFCX
5.00%
Category
9.95%
 

1-Year Return

NBFCX
17.79%
Category
40.81%
 

3-Year Return

NBFCX
8.43%
Category
19.17%
 

5-Year Return

NBFCX
10.92%
Category
18.49%
 

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Holdings: NBFCX

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Sector Weightings

SectorNBFCX
Technology   34.49%
Healthcare   10.44%
Industrials   7.00%
Energy   1.92%
Utilities   1.55%
Real Estate   0.00%

Recent News: NBFCX

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Research Reports: NBFCX

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