Neuberger Berman Floating Fund Quote

NFIAX Fund  USD 9.33  0.00  0.00%   

Performance

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Odds Of Distress

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Low
Neuberger Berman is trading at 9.33 as of the 30th of November 2025; that is No Change since the beginning of the trading day. The fund's open price was 9.33. Neuberger Berman has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of September 2025 and ending today, the 30th of November 2025. Click here to learn more.
To pursue its goal, the fund invests mainly in floating rate senior secured loans issued in U.S. dollars by U.S. and foreign corporations, partnerships and other business entities . These loans are often at the time of investment below investment grade securities. More on Neuberger Berman Floating

Moving together with Neuberger Mutual Fund

  0.67NPNEX Neuberger Berman LargePairCorr
  0.65NPNCX Neuberger Berman LargePairCorr
  0.66NPNAX Neuberger Berman LargePairCorr
  0.66NPNRX Neuberger Berman LargePairCorr
  0.66NPRTX Neuberger Berman LargePairCorr

Moving against Neuberger Mutual Fund

  0.71NRGSX Neuberger Berman GenesisPairCorr
  0.7NRGEX Neuberger Berman GenesisPairCorr
  0.42NRECX Neuberger Berman RealPairCorr
  0.4NRERX Neuberger Berman RealPairCorr
  0.39NREAX Neuberger Berman RealPairCorr
  0.32NREEX Neuberger Berman RealPairCorr

Neuberger Mutual Fund Highlights

Fund ConcentrationNeuberger Berman Funds, Large Funds, Bank Loan Funds, Bank Loan, Neuberger Berman, Large, Bank Loan (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Neuberger Berman Floating [NFIAX] is traded in USA and was established 30th of November 2025. Neuberger Berman is listed under Neuberger Berman category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Neuberger Berman family. This fund now has accumulated 426.61 M in assets with no minimum investment requirementsNeuberger Berman Floating is currently producing year-to-date (YTD) return of 3.38% with the current yeild of 0.07%, while the total return for the last 3 years was 9.44%.
Check Neuberger Berman Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Neuberger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Neuberger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Neuberger Berman Floating Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Neuberger Berman Floating Risk Profiles

Neuberger Berman Against Markets

Other Information on Investing in Neuberger Mutual Fund

Neuberger Berman financial ratios help investors to determine whether Neuberger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Neuberger with respect to the benefits of owning Neuberger Berman security.
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