About NFACX
Neuberger Berman Focus Fund Class C is an actively managed mutual fund that aims for long-term capital growth by investing in a concentrated portfolio of primarily common stocks. The fund distinguishes itself through a high-conviction approach, typically holding around 50 select stocks identified by seasoned research analysts who integrate traditional analysis with alternative data and data science insights. This strategy seeks differentiated exposure compared to broad market indices, maintaining a high "active share" to reflect distinct investment choices. The portfolio spans companies of various market capitalizations and geographic regions, though it is notably weighted toward large-cap stocks, particularly in sectors such as technology, healthcare, and communication services. Top holdings often include industry leaders like Amazon, Microsoft, Meta Platforms, Nvidia, and Apple. As part of its structure, the fund is aligned with the MSCI All Country World Index for benchmark comparison, reflecting its global investment mandate. With a moderate turnover rate and a focus on rigorous risk management, Neuberger Berman Focus Fund Class C plays a role as a specialized equity solution for investors seeking concentrated, research-driven global equity exposure within a mutual fund format.
Fund Family Neuberger Berman
Category Multi-Cap Core
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol NFACX
Share Class Class C
Index MSCI AC World NR USD
NFACX had a total return of 5.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 23.53%.
