Neuberger Berman US Multi Cap Opportunities Fund Class USD I3 DistributingRegistrer dig for at låse op for ratings |
Fondens performance | 29-02-2024 |
Vækst af 1.000 (DKK) | Avanceret graf |
Fond | 4,2 | 35,1 | -11,4 | 14,8 | 6,6 | |
+/-Kat | -5,3 | 7,8 | 5,6 | -1,6 | - | |
+/-Indeks | - | 0,5 | 3,2 | -6,9 | - | |
Kategori: Aktier - USA Fleksibel Cap | ||||||
Kategoribenchmark: Morningstar US Market Ext N... |
Oversigt | ||
Seneste NAV 16-02-2024 | USD 28,89 | |
Kursændring 1 dag | -0,55% | |
Morningstar Kategori™ | Aktier - USA Fleksibel Cap | |
ISIN | IE00B6W3XJ81 | |
Markedsværdi i alt (mio.) 15-05-2024 | USD 354,62 | |
Seneste TNA(mio.) 16-02-2024 | USD 5,71 | |
Emissionstillæg | - | |
Løbende omkostning 14-02-2024 | 0,70% | |
Investeringsstrategi | Aktiv |
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... | |
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Morningstar Søjler | |
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Team | 24 |
Forening | 24 |
Proces | 24 |
Resultater | |
Omkostninger |
Investeringsmålsætning: Neuberger Berman US Multi Cap Opportunities Fund Class USD I3 Distributing |
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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Management | ||
Manager navn Startdato | ||
Richard Nackenson 28-06-2012 | ||
Startdato 30-07-2013 |
Annonce |
Kategoribenchmark | |
Fondens indeks | Morningstar indeks |
S&P 500 TR USD | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
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Formuefordeling Neuberger Berman US Multi Cap Opportunities Fund Class USD I3 Distributing | 31-01-2024 |
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Top 5 placeringer | Sektor | % |
Berkshire Hathaway Inc Class B | Finans | 5,59 |
Microsoft Corp | Teknologi | 5,37 |
Alphabet Inc Class C | Kommunikationsservice | 4,89 |
Apple Inc | Teknologi | 4,25 |
Graphic Packaging Holding Co | Cyklisk forbrug | 3,95 |
Øget Mindsket Ny siden sidste portefølje | ||
Neuberger Berman US Multi Cap Opportunities Fund Class USD I3 Distributing |