Neuberger Berman Funds 
General Fund Information
Neuberger Berman Funds
605 Third Avenue 2nd Floor  
New York NY 10158-0180
(800) 877-9700
www.nb.com
Category:Balanced Funds
Style:Domestic Hybrid
Assets: ($ millions)$372.0

Account min.: 
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Balanced
Expenses:1.00%
Max. defer. load: 
Max. front load: 
Avg. P/E:27.84
Avg. P/B:6.29
Avg. YTM: 
Avg. Coupon Rate: 
Social Issues03/31/18
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance03/31/18
  Fund Return Percentile Rank *
Year to date: 0.51% 37
1 Year: 11.70% 60
Annualized returns:
3 Year: 8.60% 51
5 Year: 11.46% 53
10 Year: 8.57% 51
Since inception: 7.32% 67
Inception date: 02/18/99  
Bear Market: -20.77%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics03/31/18
Alpha 3YR:-1.64
Alpha 5YR:-1.29
Beta 3YR:0.97
Beta 5YR:0.97
R. Squared 3YR:92.97
R. Squared 5YR:91.36
Sharpe 3YR:0.79
Sharpe 5YR:1.11
Std. Dev. 3YR:10.00
Std. Dev. 5YR:10.00
Sector Distribution 
Basic Industries1.84% 
Cap. Goods & Tech.20.49% 
Consumer Cyclicals2.42% 
Consumer Non-Cyclicals7.11% 
Energy6.55% 
Finance26.37% 
Miscellaneous10.64% 
Non - US5.57% 
Transportation6.96% 
Utilities12.04%