- Neuberger Berman International Select Fund
Neuberger Berman
- International
- Large-Cap
- Growth
Summary
The fund seeks to appreciate capital through investing in foreign companies in the developed and emerging markets.
The investment process starts with companies with market capitalization of more than $2.5 billion and then applies financial screens to narrow the list of stocks that are lagging their estimated long term valuation.
The research team then considers local and regional market conditions, political climate and business dynamics to prepare a list with a potential to create shareholder valuations. The fund allocates about 25% of its assets in top 10 holdings.
MorePrice
Last Close
$12.03 ( -0.35 )
52 Week HL
$17.9 - $12.03
Net Assets
$168.7 M
Expense Ratio
1.16 %
Sector Allocation
Nov 30, -0001Top 10 Holdings
Feb 17, 2021Company Name
- Roche Holding
- Bunzl PLC
- Check Point
- CRH PLC
- Techtronic Industries
Holding
- 2.90
- 2.80
- 2.50
- 2.40
- 2.30
Company Name
- Teleperformance
- Ferguson PLC
- Kerry Group
- Gerresheimer AG
- Heineken NV
- Total
Holding
- 2.30
- 2.20
- 2.20
- 2.10
- 2.10
- 23.8%
Manager
Name
Benjamin Segal
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-22.8 %
3 Year
-10.49%
5 Year
4.47%
Best
33.52%
2009
Worst
-43.22%
2008
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -9.9% | 1.8% | -22.3% | 11.5% | -0.2% | 7.7% | -0.2% | 5.5% | 0.8% | 3.4% | - |
| Q2 | -10.7% | 8.3% | 20.8% | 2.5% | -0.3% | 7% | -3.1% | -0.1% | 2.1% | -2% | - |
| Q3 | - | 5.9% | 8.9% | -1% | 1.3% | 7% | 6.2% | -9.3% | -6% | 9.1% | - |
| Q4 | - | -6.7% | 11.3% | 6.6% | -14.1% | 3.2% | -4.1% | 4.6% | 0.1% | 4.9% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -6.3% | -3% | -0.9% | -8.6% | -6.3% | - | - | - | - | - | - | - |
| 2021 | -1.8% | 0.9% | 2.7% | 4.1% | 4.7% | -0.7% | 2% | 2.6% | 1.3% | -3.5% | -1.3% | -8.2% |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NILTX | -23% | 2% | 14% | 23% | -15% | - | -2% | - | -3% | 17% | 16% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -23% | -27% | -2% | -6% | -9% | - | -10% | - | -17% | -12% | 16% |