Neuberger Berman US Multi Cap Opportunities Fund Class USD C2 AccumulatingRegistrer dig for at låse op for ratings |
Fondens performance | 29-02-2024 |
Vækst af 1.000 (DKK) | Avanceret graf |
Fond | 1,8 | 32,0 | -13,4 | 12,2 | 6,0 | |
+/-Kat | -7,7 | 4,7 | 3,6 | -4,2 | - | |
+/-Indeks | - | -2,5 | 1,3 | -9,5 | - | |
Kategori: Aktier - USA Fleksibel Cap | ||||||
Kategoribenchmark: Morningstar US Market Ext N... |
Oversigt | ||
Seneste NAV 20-02-2024 | USD 21,42 | |
Kursændring 1 dag | -0,76% | |
Morningstar Kategori™ | Aktier - USA Fleksibel Cap | |
ISIN | IE00BCDZ0506 | |
Markedsværdi i alt (mio.) 15-05-2024 | USD 354,62 | |
Seneste TNA(mio.) 20-02-2024 | USD 0,01 | |
Emissionstillæg | - | |
Løbende omkostning 17-02-2023 | 2,95% | |
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 C2 Accumulating |
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 22-11-2013 |
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 C2 Accumulating | 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 C2 Accumulating |