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Neuberger Berman Focus Fund: (MF: NBSSX)
(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET
$34.38 USD
+0.27 (0.79%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.06 | 57 |
| 3 months | 0.00 | 88 |
| 6 months | 2.48 | 48 |
| 1 Year | 15.02 | 17 |
| 3 Year | 13.14 | 18 |
| 5 Year | 10.52 | 60 |
| 10 Year | 8.79 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 145.45 |
| Bear Market (10/07 - 2/09) | -51.07 |
| Bull Market (2/09 - 3/21) | 615.01 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 0.94 |
| 5 Year | 11.48 |
| 10 Year | 7.66 |
| Since Inception | 10.25 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.86 | NA | NA | NA |
| 2024 | 10.94 | 3.13 | 5.51 | 0.73 |
| 2023 | 10.71 | 5.50 | -5.72 | 12.35 |
| 2022 | -15.11 | -20.14 | -5.34 | 6.37 |
| 2021 | 2.75 | 11.05 | -0.58 | 6.02 |
| 2020 | -17.82 | 23.08 | 11.35 | 10.48 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.06 | 21.62 | 23.72 | -31.74 | 20.27 | 24.44 | 28.35 | -8.88 | 19.34 | 7.01 | 0.18 |
| % Total Return Rel to Index | -0.11 | 2.40 | -0.68 | -12.64 | 2.11 | 10.37 | 3.14 | 1.54 | -0.77 | 1.67 | 2.94 |
| % Total Return Rel to Peer | -1.11 | 9.24 | 5.08 | -12.17 | 4.06 | 7.77 | 3.60 | 1.14 | -2.88 | 1.43 | 2.45 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 2.00 | 2.00 | 3.00 | 3.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.03 | 0.14 | 0.01 | 0.00 | 0.00 | 0.17 | 0.09 | 0.07 | 0.09 | 0.17 |
| % Yield | 0.00 | 0.10 | 0.13 | 0.05 | 0.00 | 0.00 | 0.57 | 0.37 | 0.26 | 0.32 | 0.63 |
| Capital Gains ($) | 0.00 | 0.02 | 0.00 | 0.00 | 5.77 | 1.59 | 3.05 | 1.92 | 2.13 | 2.22 | 1.10 |
| Expense Ratio | 0.89 | 0.91 | 0.91 | 0.89 | 0.88 | 0.92 | 0.92 | 0.91 | 0.91 | 0.94 | 0.91 |
* 1 = Top 20%, 5 = Bottom 20%