Neuberger Berman US MltCp Opps USD T Acc |
Como se comportou este fundo | 30/04/2024 |
Evolução de €1.000 (EUR) |
Fundo | 3.2 | 33.4 | -12.5 | 13.0 | 8.7 | |
+/-Cat | -6.7 | 6.0 | 4.5 | -3.1 | 3.3 | |
+/-Ind | - | -1.2 | 2.1 | -8.4 | 0.1 | |
Categoría: Ações EUA Cap. Flexível | ||||||
Benchmark: Morningstar US Market Ext N... |
Estatística Rápida | ||
Valor 15/05/2024 | USD 25.33 | |
Valorização do dia | 0.54% | |
Categoria Morningstar™ | Ações EUA Cap. Flexível | |
ISIN | IE00BCDZ0720 | |
Fund Size (Mil) 15/05/2024 | USD 354.62 | |
Share Class Size (Mil) 15/05/2024 | USD 18.19 | |
Comissão Subscrição | - | |
Ongoing Charge 17/02/2023 | 1.96% |
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 T 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 | |||||||||||||
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Gestão | ||
Nome do gestor Data de início | ||
Richard Nackenson 28/06/2012 | ||
Criação do fundo 22/11/2013 |
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 T Acc | 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 T Acc |