- What does NBFCX invest in?
- This fund maintains a highly focused portfolio, primarily composed of equities from a select group of companies worldwide, including those in emerging markets, irrespective of their market capitalization. Investment decisions are driven by rigorous, research-intensive fundamental analysis. Due to this concentrated and selective strategy, the fund's allocation to particular economic sectors may experience considerable variations.
- What is the expense ratio of NBFCX?
- Neuberger Berman Focus Trust (NBFCX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is NBFCX?
- Neuberger Berman Focus Trust (NBFCX) manages $865.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is NBFCX actively managed or an index fund?
- NBFCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was NBFCX launched?
- Neuberger Berman Focus Trust (NBFCX) launched in April 1996 and is managed by Neuberger Berman.
- How has NBFCX performed?
- NBFCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
