Mutual Funds - Profile

Neuberger Berman Long Short Fund

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Rank

Universe Rank

Summary

The fund seeks long term capital gain and principal protection.

The investment process uses long and short positions using stocks, exchange traded funds, fixed income securities and restricted securities. The long portion of the fund generally holds companies that are expected to generate superior growth to peers and market indexes and are believed to trade at a discount to their long term valuations.

The short port of the fund is used to increase returns or reduce certain risks through short sale of exchange traded funds representing macro-economically challenged sectors, markets or geographies More

Price

  • Last Close
  • $17.24
    +0.01
  • 52 Week HL
  • $17.5 - $15.28
  • Net Assets
  • $4900 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Dec 31, 2020

Company Holding
Amazon Com 2.4
Apple Inc 2.1
Alphabet Inc 2.0
McDonald& 39 1.9
Equifax Inc 1.9
Company Holding
Microsoft Corporation 1.9
Adobe Inc 1.9
Keurig Dr 1.8
Duck Creek 1.8
NextEra Energy 1.8
Total 19.5%

Manager

  • Name
  • Charles Kantor
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
7.5 % YTD

  • 3 Year
  • 33.83%
  • 5 Year
  • 39.98%
  • Best
  • 13.32%
    2013
  • Worst
  • -7.97%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
NLSCX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 0.9% -5.9% 7% -1.2% 3.6% 1.3% 1.4% -0.6% 4.7% 5.4% -
Q2 4% 9.3% 3.3% -4.9% 3.8% 0.2% -1.2% 1.9% 1% 1.1% -
Q3 2.9% 5.9% 0.9% 2.8% 1.3% 0.7% -5.7% -0.7% 3.2% 2% -
Q4 1.2% 2.4% 0.7% -4.1% 3.1% 0.4% 0.4% 1.2% 4% 1.8% -

Returns +
M

J F M A M J J A S O N D
2021 -2.4% 0.4% 2.9% 2.8% -0.8% 2% 1.1% 1.4% 0.4% -0.5% - -
2020 1.5% -2% -5.5% 4.9% 1.8% 2.4% 1.9% 4.7% -0.8% -1.1% 4.2% -0.6%

Annual Return

Index Comparison

Alpha

NAV