Neuberger Berman Long Short Instl

Frequently Asked Questions About NLSIX

What does NLSIX invest in?

This fund's primary objective is pursued by establishing both long and short positions across diverse global security markets. It allocates capital to common and preferred stocks, exchange-traded funds, fixed-income instruments, and restricted securities. The portfolio's investments may target both domestic and international corporations, covering their underlying securities and related derivative agreements. Furthermore, to potentially enhance returns or mitigate portfolio risks, the fund may employ financial instruments such as futures, swaps, forwards, or options.

What is the expense ratio of NLSIX?

Neuberger Berman Long Short Instl (NLSIX) charges an expense ratio of 1.27%. This is the annual fee deducted from fund assets to cover management and operations.

How big is NLSIX?

Neuberger Berman Long Short Instl (NLSIX) manages $7.68B 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 NLSIX actively managed or an index fund?

NLSIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was NLSIX launched?

Neuberger Berman Long Short Instl (NLSIX) launched in December 2011 and is managed by Neuberger Berman.

How has NLSIX performed?

NLSIX'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.