Mutual Funds Center
Neuberger Berman Soc Resp Inv (NBSRX)
General Fund Information
Neuberger Berman Funds
605 Third Avenue 2nd Floor  
New York NY 10158-0180
(800) 877-9700
Category:Domestic Equity Funds
Assets: ($ millions)$688.7

Account min.:$1,000
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:26.77
Avg. P/B:6.01
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Neuberger Berman Socially Responsive Inv Fund seeks long-term growth of capital. The Fund mainly invests in common stocks of mid- to large-cap companies across many different industries. Social criteria include leadership in environmental concerns, diversity in the work force, progressive employment and workplace practices, and community relations.
Social Issues07/31/18
Shareholder activism:YES
Community investment:-
Human rights:-
Products and Services:P
Animal testing:-
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance07/31/18
  Fund Return Percentile Rank *
Year to date: 6.90% 38
1 Year: 13.85% 54
Annualized returns:
3 Year: 10.89% 41
5 Year: 11.50% 47
10 Year: 9.52% 51
Since inception: 9.51% 46
Inception date: 03/16/94  
Bear Market: -20.58%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics07/31/18
Alpha 3YR:-1.15
Alpha 5YR:-1.24
Beta 3YR:0.97
Beta 5YR:0.98
R. Squared 3YR:92.86
R. Squared 5YR:91.74
Sharpe 3YR:0.98
Sharpe 5YR:1.10
Std. Dev. 3YR:9.95
Std. Dev. 5YR:9.95
Sector Distribution 
Basic Industries1.83% 
Cap. Goods & Tech.20.04% 
Consumer Cyclicals2.38% 
Consumer Non-Cyclicals6.97% 
Non - US7.02% 

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