| Neuberger Berman AMT M/C Intrinsic Val I |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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Morningstar
Return
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Morningstar
Risk
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Morningstar
Rating
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Number of
Funds
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| 3-Year |
Below Avg |
Average |
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373 |
| 5-Year |
Low |
Above Avg |
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361 |
| 10-Year |
Low |
Above Avg |
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290 |
| Overall |
Low |
Above Avg |
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373 |
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Morningstar Category: Mid-Cap Value | Number of Funds in Category:
373 |
| Data through 2024-10-31 |
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| Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods. |
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| Standard Deviation |
19.17 |
| Mean |
3.62 |
| Sharpe Ratio |
0.07 |
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Trailing 3-Yr as of 2024-10-31 |
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| Modern Portfolio Theory Statistics |
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Best Fit Index
Morningstar US Mid Broad Value TR USD |
| R-Squared |
96 |
| Beta |
1.00 |
| Alpha |
-3.37 |
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Trailing 3-Yr as of 2024-10-31 |
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| Event-Driven Investment/Arbitrage Strategies, Currency, Foreign Securities, Loss of Money, Not FDIC Insured, Value Investing, Issuer, Market/Market Volatility, Industry and Sector Investing, Other, Restricted/Illiquid Securities, Pricing, Increase in Expenses, Shareholder Activity, Management, Mid-Cap, Real Estate/REIT Sector |
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| Show Risk Definitions |
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| Mid Cap Funds: The securities of companies with market capitalizations below $10 billion may be more volatile and less liquid than the securities of larger companies. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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