10 Top-Performing Mutual Funds of 2010
9. NEUBERGER BERMAN SOCIALLY RESPONIBLE FUND (NBSRX)
Return: 15.9%
Assets: $1.3 billion Manager: Arthur Moretti, since 2001; Ingrid Dyott, (2003); Sajjad Ladiwala, (2003); and Mamundi Subhas, (2009) Top stocks: Altera (ALTR), 5.3%, Danaher (DHR), 4.6%, and Texas Instruments (TXN), 4.3%. Big winner: Novo Nordisk A/S (NOVO B), an American depositary receipt (ADR), is a Danish insulin and diabetes-care-products maker, accounting for 2.7% of fund. The stock is up 75%. Strategy: Perhaps one of the most balanced portfolios in the group, in terms of stocks weightings and their returns, it holds 33 stocks and the top 10 make up 41% of the portfolio. Financial services is the biggest sector weighting, at 16%, followed by health care, at 13%. Portfolio turnover is a moderate 41%. Unlike many other funds, the returns are fairly evenly spread across the top 25 stocks, with none better than a 75% gain. And there are only four losers in the top 25 stocks.Select the service that is right for you!
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