Neuberger Berman Floating Fund Quote
| NFICX Fund | USD 9.45 0.01 0.11% |
Performance20 of 100
| Odds Of DistressLess than 15
|
Neuberger Berman is trading at 9.45 as of the 19th of January 2025; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 9.44. Neuberger Berman has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 19th of January 2025. Click here to learn more.
To pursue its goal, the fund invests mainly in floating rate senior secured loans issued in U.S. dollars by U.S. and foreign corporations, partnerships and other business entities . These loans are often at the time of investment below investment grade securities. More on Neuberger Berman Floating
Moving against Neuberger Mutual Fund
Neuberger Mutual Fund Highlights
| Fund Concentration | Neuberger Berman Funds, Large Funds, Bank Loan Funds, Bank Loan, Neuberger Berman, Large, Bank Loan (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Neuberger Berman Floating [NFICX] is traded in USA and was established 19th of January 2025. Neuberger Berman is listed under Neuberger Berman category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Neuberger Berman family. This fund now has accumulated 426.61 M in assets with minimum initial investment of 2.5 K. Neuberger Berman Floating is currently producing year-to-date (YTD) return of 0.26% with the current yeild of 0.07%, while the total return for the last 3 years was 5.45%.
Check Neuberger Berman Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Neuberger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Neuberger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Neuberger Berman Floating Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Neuberger Berman Floating Risk Profiles
| Mean Deviation | 0.062 | |||
| Standard Deviation | 0.1184 | |||
| Variance | 0.014 | |||
| Risk Adjusted Performance | 0.1571 |
Neuberger Berman Against Markets
Other Information on Investing in Neuberger Mutual Fund
Neuberger Berman financial ratios help investors to determine whether Neuberger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Neuberger with respect to the benefits of owning Neuberger Berman security.
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |