Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Neuberger Berman AMT M/C Intrinsic Val I
Release date as of 2025-01-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Below Avg Average 385
5-Year Below Avg Above Avg 365
10-Year Low Above Avg 282
Overall Below Avg Above Avg 385
Morningstar Category: Mid-Cap Value | Number of Funds in Category: 385
Data through 2025-01-31
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.
  Volatility Measurements
Standard Deviation 19.42
Mean 4.88
Sharpe Ratio 0.12
Trailing 3-Yr as of 2025-01-31
  Modern Portfolio Theory Statistics
Best Fit Index
Russell Mid Cap Value TR USD
R-Squared 95
Beta 0.95
Alpha -1.57
Trailing 3-Yr as of 2025-01-31
  Principal Risks   
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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  Investment Risks
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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Returns will vary and shares may be worth more or less than their original cost when sold.