Neuberger Berman US Multi Cap Opportunities Fund Class USD C2 AccumulatingRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 29/02/2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 2,2 | 32,1 | -13,4 | 11,9 | 6,0 | |
+/-Cat | -7,8 | 4,7 | 3,6 | -4,2 | - | |
+/-Idx | - | -2,5 | 1,3 | -9,5 | - | |
Categorie: Aandelen VS Flex-Cap | ||||||
Benchmark: Morningstar US Market Ext N... |
Kerngegevens | ||
Koers 20/02/2024 | USD 21,42 | |
Rendement 1 Dag | -0,75% | |
Morningstar Categorie™ | Aandelen VS Flex-Cap | |
ISIN | IE00BCDZ0506 | |
Grootte Fonds (Mil) 27/09/2024 | USD 362,61 | |
Grootte Fondsklasse (Mil) 20/02/2024 | USD 0,01 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 17/02/2023 | 2,95% | |
Gesloten voor nieuwe beleggers | nee |
Morningstar Research |
Analyst Report | 01/08/2024 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... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | 24 |
Fondshuis | 24 |
Proces | 24 |
Rendement | |
Kosten |
Beleggingsdoelstelling: 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 | ||
Naam manager Aanvangsdatum | ||
Richard Nackenson 28/06/2012 | ||
Oprichtingsdatum 22/11/2013 |
Advertentie |
Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
S&P 500 TR USD | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Neuberger Berman US Multi Cap Opportunities Fund Class USD C2 Accumulating | 31/05/2024 |
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Top 5 posities | Sector | % |
Microsoft Corp | Technologie | 5,47 |
Berkshire Hathaway Inc Class B | Financiële Dienstverlening | 5,28 |
Alphabet Inc Class C | Communicatiediensten | 5,19 |
Graphic Packaging Holding Co | Cyclische Consumptiegoederen | 4,26 |
Apple Inc | Technologie | 3,95 |
Toename Afname Nieuw t.o.v. vorige portefeuille | ||
Neuberger Berman US Multi Cap Opportunities Fund Class USD C2 Accumulating |