Neuberger Berman US Sm Cap USD M Acc |
Como se comportou este fundo | 30/04/2024 |
Evolução de €1.000 (EUR) |
Fundo | 12.3 | 24.4 | -15.5 | 9.3 | 2.1 | |
+/-Cat | -4.6 | -2.3 | 2.0 | -3.8 | -1.0 | |
+/-Ind | - | -0.5 | -1.1 | -5.5 | 0.9 | |
Categoría: Ações EUA Cap. Pequena | ||||||
Benchmark: Morningstar US Small Extend... |
Estatística Rápida | ||
Valor 16/05/2024 | USD 21.65 | |
Valorização do dia | -0.99% | |
Categoria Morningstar™ | Ações EUA Cap. Pequena | |
ISIN | IE00BD9WHP16 | |
Fund Size (Mil) 16/05/2024 | USD 622.26 | |
Share Class Size (Mil) 16/05/2024 | USD 9.91 | |
Comissão Subscrição | - | |
Ongoing Charge 17/02/2023 | 2.85% |
Morningstar Research |
Analyst Report | 11/10/2023 Chris Tate, Senior Analyst Morningstar, Inc |
No change in conviction to People and Process Pillars results in the Neuberger Berman US Small Cap I share class retaining a Morningstar Analyst Rating of Bronze. Other shares classes range from Bronze to Neutral, depending on fees. This strategy... | |
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 Sm Cap USD M Acc |
Achieve capital growth through the selection of investments applying analysis of company key metrics and macro economic factors. The Portfolio will primarily invest in equity securities issued by small-capitalisation companies which have either their head office or exercise an overriding part of their economic activity in the US and that are listed or traded on Recognised Markets. |
Returns | |||||||||||||
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Gestão | ||
Nome do gestor Data de início | ||
Brett Reiner 01/07/2011 | ||
Gregory Spiegel 09/04/2012 | ||
Click here to see others | ||
Criação do fundo 18/02/2016 |
Publicidade |
Benchmark | |
Benchmark do fundo | Benchmark Morningstar |
Russell 2000 TR USD | Morningstar US Small Extended NR USD |
Target Market | ||||||||||||||||||||
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O que o fundo tem Neuberger Berman US Sm Cap USD M Acc | 30/04/2024 |
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5 maiores posições | Sector | % |
Kirby Corp | Industrials | 2.18 |
Eagle Materials Inc | Basic Materials | 2.05 |
Haemonetics Corp | Healthcare | 1.94 |
Manhattan Associates Inc | Technology | 1.94 |
Lattice Semiconductor Corp | Technology | 1.90 |
Incremento Reducción Nuevo desde la anterior cartera | ||
Neuberger Berman US Sm Cap USD M Acc |