Neuberger Berman Focus Fund (NBSSX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NBSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NBSSX
NBSSX charges 0.89% annually. There are 90 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | NBSSX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | NBSSX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | NBSSX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | NBSSX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | NBSSX vs UCEQX |
Best Risk-Adjusted Alternatives to NBSSX
NBSSX has a PortfoliosLab risk / return rank of 36. There are 140 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | NBSSX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | NBSSX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | NBSSX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | NBSSX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | NBSSX vs JGYIX |
Top Performing NBSSX Alternatives (YTD)
NBSSX is at 10.13% YTD. There are 124 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | NBSSX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | NBSSX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | NBSSX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | NBSSX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | NBSSX vs FIQOX |
Lowest Volatility Alternatives to NBSSX
NBSSX has 14.56% 1-year volatility. There are 149 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | NBSSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | NBSSX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | NBSSX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | NBSSX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | NBSSX vs SGMAX |
Lowest Drawdown Alternatives to NBSSX
NBSSX has a 1-year max drawdown of -12.61%. There are 179 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | NBSSX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | NBSSX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | NBSSX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | NBSSX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | NBSSX vs SVTAX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NBGNX, NML, NLSIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 10 | 9.74% | — | Sep 1988 | NBSSX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 25 | 19.29% | — | Mar 2013 | NBSSX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 18 | 1.05% | — | Dec 2011 | NBSSX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 33 | 0.26% | — | Jul 2003 | NBSSX vs NSTLX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 19 | 4.24% | — | Jun 1950 | NBSSX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 95 | 20.12% | — | Jan 1975 | NBSSX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 7 | 11.12% | — | Mar 1979 | NBSSX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 26 | 18.24% | — | May 2021 | NBSSX vs NBXG | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.42% | — | May 2010 | NBSSX vs NINLX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 11 | 9.83% | — | Jul 1999 | NBSSX vs NBGIX |
Often Compared With NBSSX
Investors most often compare NBSSX with SPY, NBSRX, MDGCX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare NBSSX with Any Fund or Stock
Compare NBSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NBSSX with funds that move differently
Neuberger Berman Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBSSX.
Explore NBSSX Diversifiers