NGLCX : Neuberger Berman Global Allocation Fund Class C

NGLCX is a Allocation Market Total World with HIGH fees.

NGLCX

Neuberger Berman Global Allocation Fund Class C

FI Score

15 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

15% FI Score
  • nglcx
  • Mutual Fund
  • Allocation
  • Total World

Neuberger Berman Global Allocation Fund Class C

Expenses: 1.59% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks total return. To pursue its goal, the fund employs a fundamental and quantitative approach to allocating the fund's assets among various investment strategies that primarily invest in U.S. and non-U.S. equity and debt securities, commodities, and currencies. It may also obtain investment exposure to these asset classes through investments in exchange traded funds ("ETFs") or other investment companies. Under normal market conditions, the fund will invest so that at least 40% of its investment exposure comes from non-U.S. securities and other instruments.

Largest Holdings

Amount Holding
8.21% Neuberger Berman High Income Bond R6
7.66% Neuberger Berman International Sel R6
5.08% Neuberger Berman Emerg Mkts Eq R6
4.94% 2 Year Treasury Note Future June 20
3.50% Neuberger Berman Commodity Strategy I
3.23% Federal National Mortgage Association 3%
3.04% Federal National Mortgage Association 2.5%
2.95% Neuberger Berman Genesis R6
2.90% Neuberger Berman Floating Rate Inc Inst
2.28% Neuberger Berman Emerging Mkts Dbt Instl
2.08% 10 Year Treasury Note Future June 20
1.88% Microsoft Corp
1.66% Apple Inc
1.59% Amazon.com Inc
1.27% Government National Mortgage Association 3%
1.10% Neuberger Berman Short Dur Hi Inc Instl
1.03% United States Treasury Bonds 1%
0.98% Federal National Mortgage Association 2.5%
0.94% Federal Home Loan Banks 5.5%
0.87% Government National Mortgage Association 3.5%
0.78% AMERICAN EXPRESS CREDIT ACCOUNT MASTER TRUST 2.87%
0.76% Alphabet Inc A

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