Neuberger Berman US MltCp Opps USD U Acc

Como se comportou este fundo30/04/2024
Evolução de €1.000 (EUR)
Neuberger Berman US MltCp Opps USD U Acc
Fundo3.934.2-12.013.68.9
+/-Cat-6.16.74.9-2.53.5
+/-Ind--0.52.6-7.80.3
 
Estatística Rápida
Valor
15/05/2024
 USD 35.09
Valorização do dia 0.54%
Categoria Morningstar™ Ações EUA Cap. Flexível
ISIN IE00B819XJ19
Fund Size (Mil)
15/05/2024
 USD 354.62
Share Class Size (Mil)
15/05/2024
 USD 55.81
Comissão Subscrição -
Ongoing Charge
17/02/2023
  1.40%
Morningstar Research
Analyst Report14/08/2023
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
People24
Parent24
Process24
Performance
Price
Política de Investimento: Neuberger Berman US MltCp Opps USD U Acc
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
Rent. Anualiz. %15/05/2024
Ano13.20
3 anos anualiz.10.19
5 anos anualiz.12.07
10 anos anualiz.12.63
Rendimento a 12 meses 0.00
Gestão
Nome do gestor
Data de início
Richard Nackenson
28/06/2012
Criação do fundo
22/01/2013
Publicidade
Benchmark
Benchmark do fundoBenchmark Morningstar
S&P 500 TR USDMorningstar US Market Ext NR USD
Target Market
Role In Portfolio
Standalone / CoreNão específico
ComponentNão específico
OtroNão específico
Primary Objective
PreservaçãoNão específico
CrescimSim
RendaNão específico
HedgingNão específico
OtroNão específico
O que o fundo tem  Neuberger Berman US MltCp Opps USD U Acc31/01/2024
Morningstar Style Box®
Estilo de obrigações
Asset Allocation
  % Long% Short% Net Assets
Acções99.850.0099.85
Obrigações0.000.000.00
Liquidez0.150.000.15
Outro0.000.000.00
5 principais regiões%
United States93.71
Canada3.69
Europe - ex Euro2.60
Latin America0.00
United Kingdom0.00
5 maiores sectores%
Financial Services20.49
Industrials19.20
Consumer Cyclical16.15
Technology15.78
Communication Services8.69
5 maiores posiçõesSector%
Berkshire Hathaway Inc Class BFinancial ServicesFinancial Services5.59
Microsoft CorpTechnologyTechnology5.37
Alphabet Inc Class CCommunication ServicesCommunication Services4.89
Apple IncTechnologyTechnology4.25
Graphic Packaging Holding CoConsumer CyclicalConsumer Cyclical3.95
Neuberger Berman US MltCp Opps USD U Acc
* This share class has performance data calculated prior to the inception date, 2013-01-22. This is based upon a simulated/extended track record, using the track record of Neuberger Berman US MltCp Opps USD A Acc (ISIN: IE00B775SV38), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
A fim de prover consistência para todos os relatórios fornecidos por diferentes Asset Managers, os data points calculados apresentados são gerados usando uma metodologia de cálculo proprietária da Morningstar, que pode ser conferida com mais detalhes em(https://www.morningstar.com/research/signature)
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