Neuberger Long Short Fund C Class (NLSCX)
| Fund Assets | 8.25B |
| Expense Ratio | 2.38% |
| Min. Investment | $1,000 |
| Turnover | 0.96% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 19.11 |
| YTD Return | 2.03% |
| 1-Year Return | 4.71% |
| 5-Year Return | 24.86% |
| 52-Week Low | 18.01 |
| 52-Week High | 19.21 |
| Beta (5Y) | n/a |
| Holdings | 213 |
| Inception Date | Dec 29, 2011 |
About NLSCX
Neuberger Berman Long Short Fund Class C is a mutual fund that pursues a long/short equity strategy, aiming to deliver long-term capital appreciation while seeking to preserve principal. Operating primarily within the alternative investment space, it utilizes both long and short positions in common and preferred stocks, exchange-traded funds, fixed income securities, and derivatives such as futures and options. This approach allows the fund to potentially profit from rising securities while hedging or benefiting from declines in others, thus targeting reduced volatility and downside mitigation relative to broader market indices. The fund holds a diversified portfolio with approximately 190 holdings, managed by an experienced team, and is designed to appeal to investors looking for equity exposure with less sensitivity to overall market movements. With assets over $6 billion and a performance history dating back to 2011, the fund plays a significant role in the long-short equity category, providing investors with an alternative to traditional long-only equity funds and serving as a diversification tool within broader investment portfolios.
Performance
NLSCX had a total return of 4.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.53%.
Top 10 Holdings
76.21% of assets| Name | Symbol | Weight |
|---|---|---|
| Usd | n/a | 21.28% |
| Ssc Government Mm Gvmxx | n/a | 11.38% |
| Alphabet Inc. | GOOGL | 7.30% |
| Amazon.com, Inc. | AMZN | 7.27% |
| NVIDIA Corporation | NVDA | 7.18% |
| Apple Inc. | AAPL | 6.42% |
| Microsoft Corporation | MSFT | 6.19% |
| Meta Platforms, Inc. | META | 3.67% |
| Brookfield Infrastructure Partners L.P. | BIP | 2.80% |
| Fanatics Holdings Inc Class A | n/a | 2.71% |