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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
www.nb.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions)$746.5

Account min.:$1,000
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses:0.86%
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:25.58
Avg. P/B:5.36
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 Issues09/30/17
Shareholder activism:YES
Community investment:-
Environment:P
Human rights:-
Employment:P
Products and Services:P
Weapons:X
Animal testing:-
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:

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 Performance09/30/17
  Fund Return Percentile Rank *
Year to date: 12.38% 60
1 Year: 16.36% 64
Annualized returns:
3 Year: 9.07% 47
5 Year: 13.88% 32
10 Year: 6.91% 43
Since inception: 9.30% 41
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 Statistics09/30/17
Alpha 3YR:-1.23
Alpha 5YR:-0.43
Beta 3YR:0.97
Beta 5YR:1.01
R. Squared 3YR:92.37
R. Squared 5YR:89.54
Sharpe 3YR:0.87
Sharpe 5YR:1.34
Std. Dev. 3YR:10.15
Std. Dev. 5YR:10.15
Sector Distribution 
Basic Industries1.83% 
Cap. Goods & Tech.20.04% 
Consumer Cyclicals2.38% 
Consumer Non-Cyclicals6.97% 
Energy6.53% 
Finance25.93% 
Miscellaneous10.47% 
Non - US7.02% 
Transportation6.88% 
Utilities11.94% 

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