Neuberger Berman AMT Balanced
605 Third Ave 2nd Ste 1620 New York NY 10058-0006
Phone: 800-877-9700
| Category: |
Moderate Allocation |
| Fund Family: |
Neuberger Berman |
| Net Assets: |
77.98M |
| Year-to-Date Return: |
15.60% |
| Yield: |
1.14% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
28-Feb-89 |
|
Thomas A. Sontag
Lead Manager since
20-Mar-06 |
|
| Sontag is a portfolio manager of the company. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks capital growth and current income. The fund primarily invests in the equity securities of mid-capitalization companies and other debt securities from U.S. government and corporate issuers. The fund normally invests between 50% and 70% of assets in equity investments. It also normally invests at least 25% of assets in bond investments, and any remaining balance can be held as operating cash. |
| Last Dividend
(15-Oct-07):
|
0.15 |
| Last Cap Gain
(28-Feb-01):
|
5.29 |
| Annual Holdings Turnover
|
62.00% |
| Average for Category:
|
68.16% |
|
| Expense |
NBABX |
Category
Avg |
| Total Expense Ratio: |
1.18%
|
1.11% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.21% |
| Max Deferred Sales Load: |
0.00%
|
2.74% |
| 3 Yr Expense Projection*: |
$378 |
$638 |
| 5 Yr Expense Projection*: |
$654 |
$954 |
| 10 Yr Expense Projection*: |
$1,443 |
$1,869 |
|
|
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