Neuberger Berman US MltCp Opps USD I3Inc

Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
Click here to see our Methodology
Volatility Measurements29/02/2024
 
3-Yr Std Dev15.52 %
3-Yr Mean Return13.70 %
 
3-Yr Sharpe Ratio0.76
 
Modern Portfolio Statistics29/02/202429/02/2024
 Standard IndexBest Fit Index
 Morningstar US Market Ext NR USD  MSCI World NR USD
3-Yr Beta0.991.05
3-Yr Alpha-0.96-0.57
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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