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Neuberger Focus Investor (NBSSX)
34.04
-0.19
(-0.56%)
At close: 8:07:14 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.00% |
|---|---|
| 5y Average Return | 4.74% |
| Number of Years Up | 55 |
| Number of Years Down | 15 |
| Best 1Y Total Return (Oct 30, 2026) | 35.45% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 35.45% |
| Worst 3Y Total Return | 0.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NBSSX
Category
- YTD
- 7.12%
- 0.00%
- 1-Month
- 0.00%
- 0.00%
- 3-Month
- -2.47%
- 0.00%
- 1-Year
- 9.53%
- 0.00%
- 3-Year
- 21.12%
- 0.00%
- 5-Year
- 7.20%
- 0.00%
- 10-Year
- 10.96%
- 0.00%
- Last Bull Market
- 22.62%
- 0.00%
- Last Bear Market
- -20.14%
- 0.00%
Annual Total Return (%) History
Year
NBSSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-8.40% | 19.91% | -2.47% | -- |
|
2025
|
-2.86% | 17.11% | 4.34% | 2.25% |
|
2024
|
10.95% | 3.13% | 5.52% | 0.75% |
|
2023
|
10.71% | 5.50% | -5.72% | 12.35% |
|
2022
|
-15.12% | -20.14% | -5.34% | 6.38% |
|
2021
|
2.76% | 11.05% | -0.59% | 6.03% |
|
2020
|
-17.82% | 23.08% | 11.35% | 10.49% |
|
2019
|
13.37% | 3.06% | 1.16% | 8.62% |
|
2018
|
-0.57% | 2.58% | 6.28% | -15.95% |
|
2017
|
7.10% | 4.92% | 2.96% | 3.16% |
Rank in Category (By Total Return)
| YTD | 46 |
| 1-Month | 20 |
|---|---|
| 3-Month | 64 |
| 1-Year | 41 |
| 3-Year | 31 |
| 5-Year | 41 |
Load Adjusted Returns
| 1-Year | 9.53% |
| 3-Year | 21.12% |
|---|---|
| 5-Year | 7.20% |
| 10-Year | 10.96% |
Performance & Risk
| YTD Return | 2.00% |
| 5y Average Return | 4.74% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Neuberger Berman Group LLC |
| Net Assets | 815.25M |
| YTD Return | 7.12% |
| Yield | 0.25% |
| Morningstar Rating | |
| Inception Date | Jun 21, 2010 |
Fund Summary
The fund invests in a concentrated portfolio, consisting mainly of common stocks of companies of any size that are selected using a fundamental, research driven approach. It typically holds a limited number of stocks of U.S. and non-U.S. companies, including companies in emerging markets and may invest in depositary receipts. Because of this, the fund may at times be substantially over- and under-weighted in certain economic sectors.
