About NBSSX
Neuberger Berman Focus Fund Investor Class is a global equity mutual fund that seeks long-term capital growth through a concentrated portfolio of common stocks from companies of all market capitalizations. The fund's strategy emphasizes high active share and differentiated exposure versus broad indices like the MSCI All Country World Index, leveraging alternative data and deep fundamental research from a team of seasoned analysts, including former private equity investors and industry operators. This approach allows the fund to target undervalued companies, which may include U.S., developed international, and emerging market equities, with the potential to invest in restricted securities such as private placements and utilize options strategies for enhanced returns. Typically holding a limited number of stocks, the fund may be substantially over- or under-weighted in certain sectors or regions, reflecting its conviction-driven style. As of early 2025, its top sector exposures include technology, communication services, and healthcare, with significant investments in prominent global companies. The fund is recognized for integrating data science into its investment process and aims to deliver alpha through a disciplined, high-conviction approach.
Fund Family Neuberger Berman
Category Multi-Cap Core
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol NBSSX
Share Class Investor Class
Index MSCI AC World NR USD
NBSSX had a total return of 9.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.02%.
