Neuberger Berman Guardian Fund Quote
| NBGTX Fund | USD 31.29 0.04 0.13% |
PerformanceStrong
| Odds Of DistressLow
|
Neuberger Berman is trading at 31.29 as of the 20th of July 2025; that is 0.13 percent down since the beginning of the trading day. The fund's open price was 31.33. Neuberger Berman has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies, which it defines as those with a market capitalization within the market capitalization range of the Russell 1000 Growth Index at the time of purchase. More on Neuberger Berman Guardian
Moving together with Neuberger Mutual Fund
Neuberger Mutual Fund Highlights
| Fund Concentration | Neuberger Berman Funds, Large Growth Funds, Large Growth, Neuberger Berman (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 19th of December 2022 |
| Fiscal Year End | August |
Neuberger Berman Guardian [NBGTX] is traded in USA and was established 20th of July 2025. Neuberger Berman is listed under Neuberger Berman category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Neuberger Berman family. This fund now has accumulated 1.99 B in assets with no minimum investment requirementsNeuberger Berman Guardian is currently producing year-to-date (YTD) return of 7.97%, while the total return for the last 3 years was 20.31%.
Check Neuberger Berman Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Neuberger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Neuberger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Neuberger Berman Guardian Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Neuberger Berman Guardian Mutual Fund Constituents
| C | Citigroup | Stock | Financials | |
| NEE | Nextera Energy | Stock | Utilities | |
| LZ | LegalZoom | Stock | Industrials | |
| EXPE | Expedia Group | Stock | Consumer Discretionary | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| GD | General Dynamics | Stock | Industrials | |
| DVA | DaVita HealthCare Partners | Stock | Health Care | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
Neuberger Berman Guardian Risk Profiles
| Mean Deviation | 0.737 | |||
| Semi Deviation | 0.4907 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 |
Neuberger Berman Against Markets
Other Information on Investing in Neuberger Mutual Fund
Neuberger Berman financial ratios help investors to determine whether Neuberger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Neuberger with respect to the benefits of owning Neuberger Berman security.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |