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Nasdaq - Delayed Quote USD
Neuberger Berman M/C Intrinsic Val Inst (NBRTX)
21.69
-1.36
(-5.90%)
At close: April 4 at 8:03:56 PM EDT
Fund Summary
To pursue its goal, the fund normally invests at least 80% of its net assets in equity securities of mid-capitalization companies, which the adviser defines as those with a total market capitalization within the market capitalization range of the Russell Midcap® Value Index at the time of purchase. The fund's strategy consists of using a bottom-up, fundamental research driven approach to identify stocks of companies that are trading below the Portfolio Managers' estimate of their intrinsic value and that they believe have the potential for appreciation over time.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.98% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -12.16% |
| 5y Average Return | 17.19% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NBRTX | Category Average | NBRTX | Category Average | NBRTX | Category Average | |
| Alpha | -7.86 | -0.09 | -1.33 | -0.07 | -8.13 | -0.06 |
| BETA | 1.02 | 0.01 | 1.03 | 0.01 | 1.18 | 0.01 |
| Mean Annual Return | 0.2 | 0.01 | 1.47 | 0.01 | 0.57 | 0.01 |
| R-squared | 78.69 | 0.85 | 73.11 | 0.82 | 76 | 0.84 |
| Standard Deviation | 19.82 | 0.25 | 20.2 | 0.2 | 20.75 | 0.17 |
| Sharpe Ratio | -0.11 | 0.01 | 0.73 | 0.01 | 0.24 | 0.01 |
| Treynor Ratio | -4.01 | 0.08 | 13.74 | 0.09 | 2.35 | 0.09 |
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