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 86 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 | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | NBSSX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | NBSSX vs VMNVX |
Best Risk-Adjusted Alternatives to NBSSX
NBSSX has a PortfoliosLab risk / return rank of 32. There are 142 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | NBSSX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | NBSSX vs VGPMX | |
| GMO Climate Change Fund | 92 | — | Apr 2017 | NBSSX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | NBSSX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | NBSSX vs JGYIX |
Top Performing NBSSX Alternatives (YTD)
NBSSX is at 6.88% YTD. There are 177 mutual funds in the Global Equities category with higher YTD returns, going as high as 26.80%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Climate Change Fund | 26.80% | — | Apr 2017 | NBSSX vs GCCHX | |
| Oberweis Global Opportunities Fund | 26.78% | — | Jan 1987 | NBSSX vs OBEGX | |
| LSV Global Value Fund | 24.84% | — | Jun 2014 | NBSSX vs LVAGX | |
| Ariel Global Fund | 24.09% | — | Dec 2011 | NBSSX vs AGLOX | |
| American Funds The New Economy Fund® Class F-2 | 22.96% | — | Aug 2008 | NBSSX vs NEFFX |
Lowest Volatility Alternatives to NBSSX
NBSSX has 13.68% 1-year volatility. There are 141 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.82%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.82% | 2.00B | Dec 2013 | NBSSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.84% | 2.00B | Dec 2013 | NBSSX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.22% | — | Jul 2006 | NBSSX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.39% | — | Sep 1990 | NBSSX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | NBSSX vs SGMAX |
Lowest Drawdown Alternatives to NBSSX
NBSSX has a 1-year max drawdown of -12.61%. There are 177 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 | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | NBSSX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | NBSSX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | NBSSX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | NBSSX vs LVAFX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NBGNX, NML, NLSIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 6 | 5.92% | — | Sep 1988 | NBSSX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 33 | 21.38% | — | Mar 2013 | NBSSX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 20 | 2.54% | — | Dec 2011 | NBSSX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 41 | 0.76% | — | Jul 2003 | NBSSX vs NSTLX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 24 | 7.47% | — | Jun 1950 | NBSSX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 93 | 17.25% | — | Jan 1975 | NBSSX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 7 | 10.30% | — | Mar 1979 | NBSSX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 41 | 21.56% | — | May 2021 | NBSSX vs NBXG | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 86 | 22.52% | — | May 2010 | NBSSX vs NINLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 56 | 11.64% | — | Mar 1994 | NBSSX vs NBSRX |
Often Compared With NBSSX
Investors most often compare NBSSX with SPY, NBGIX, MDGCX. These 16 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