Neuberger Berman US MltCp Opps USD I3Acc |
Como se comportou este fundo | 30/04/2024 |
Evolução de €1.000 (EUR) |
Fundo | 4.6 | 35.2 | -11.3 | 14.5 | 9.1 | |
+/-Cat | -5.3 | 7.8 | 5.6 | -1.6 | 3.7 | |
+/-Ind | - | 0.5 | 3.3 | -6.9 | 0.5 | |
Categoría: Ações EUA Cap. Flexível | ||||||
Benchmark: Morningstar US Market Ext N... |
Estatística Rápida | ||
Valor 15/05/2024 | USD 34.55 | |
Valorização do dia | 0.55% | |
Categoria Morningstar™ | Ações EUA Cap. Flexível | |
ISIN | IE00B87F0588 | |
Fund Size (Mil) 15/05/2024 | USD 354.62 | |
Share Class Size (Mil) 15/05/2024 | USD 23.81 | |
Comissão Subscrição | - | |
Ongoing Charge 14/02/2024 | 0.70% |
Morningstar Research |
Analyst Report | 14/08/2023 David Kathman, Senior Analyst Morningstar, Inc |
Neuberger Berman US Multi-Cap Opportunities has come back after recent struggles, and we maintain our confidence in its manager and process. The fund's cheapest share classes retain a Morningstar Analyst Rating of Silver, while more expensive... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Política de Investimento: Neuberger Berman US MltCp Opps USD I3Acc |
Achieve capital growth through the selection of investments using systematic, sequential research. The Portfolio will seek to achieve its objective primarily by investing in a portfolio, consisting mainly of equity and equity-linked securities, listed or traded on Recognised Markets in the US and related securities and American Depositary Receipts (ADRs) that are selected using a fundamental, bottom-up research approach. The Portfolio may hold stocks of companies of any market capitalisation and in any economic sector. |
Returns | |||||||||||||
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Gestão | ||
Nome do gestor Data de início | ||
Richard Nackenson 28/06/2012 | ||
Criação do fundo 29/04/2013 |
Publicidade |
Benchmark | |
Benchmark do fundo | Benchmark Morningstar |
S&P 500 TR USD | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
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O que o fundo tem Neuberger Berman US MltCp Opps USD I3Acc | 31/01/2024 |
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5 maiores posições | Sector | % |
Berkshire Hathaway Inc Class B | Financial Services | 5.59 |
Microsoft Corp | Technology | 5.37 |
Alphabet Inc Class C | Communication Services | 4.89 |
Apple Inc | Technology | 4.25 |
Graphic Packaging Holding Co | Consumer Cyclical | 3.95 |
Incremento Reducción Nuevo desde la anterior cartera | ||
Neuberger Berman US MltCp Opps USD I3Acc |