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NBSMX

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Analysis and statistics

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About

NBSMX.US represents the Neuberger Berman Socially Responsive Fund Investor Class. This mutual fund seeks long-term capital appreciation by investing primarily in common stocks of companies that meet the fund's social and environmental criteria. The fund utilizes a socially responsible investment strategy, considering factors such as environmental stewardship, human rights, and corporate governance in its investment decisions. Performance data, holdings, and further details are available in the fund's prospectus and other regulatory filings.
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Factors

Fund Performance: Higher past performance generally attracts more investors, increasing demand and potentially the fund's price. Conversely, poor performance can lead to outflows and price declines.

Market Conditions: Overall market sentiment, economic indicators (like interest rates and inflation), and geopolitical events significantly influence investor behavior and the value of the underlying assets held by the fund.

Expense Ratio: A higher expense ratio can negatively impact returns, making the fund less attractive compared to lower-cost alternatives, potentially affecting its price.

Fund Size: Very large funds may face challenges in generating outsized returns due to the difficulty of deploying capital effectively, while smaller funds might be more volatile.

Interest Rates: Changes in interest rates can impact the value of fixed-income securities held by the fund, affecting the fund's overall price. Rising rates typically decrease bond values, and vice versa.

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