NBRTX Mutual Fund

NBRTX Mutual Fund (Neuberger Berman Mid Cap Intrinsic Value Fund Institutional Class) is managed by Neuberger Berman with $13.6M in net assets. NBRTX expense ratio is 0.85%, holding 78 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2010-03-08.

NBRTX performance shows a YTD return of 14.38%. The 1-year return is 26.43% and the 5-year return is 8.52%. NBRTX dividend yield stands at 9.89%, paid annually.

NBRTX top holdings include Ryan Specialty Group Holdings Inc (3.1%), I Q V I A Holdings Inc. (2.8%), Huntington Bancshares Inc./Oh (2.4%), Teledyne Technologies Inc (2.4%), Intel Corporation (2.4%). Go to all NBRTX holdings, NBRTX sectors, or NBRTX dividends.

NBRTX can be compared against other funds. Use NBRTX overlap to find shared positions, or NBRTX vs another fund for a side-by-side view. NBRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.