NFIAX – Neuberger Floating Rate Inc A Investment Strategy | Morningstar

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Strategy

The investment seeks high current income. 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 (borrowers). These loans are often at the time of investment below investment grade securities. It normally invests at least 80% of its net assets in floating rate securities (including loans) and other investment companies that provide investment exposure to such floating rate securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NFIIX	Neuberger Floating Rate Income Fund I Class	Institutional	Open			Dec 30, 2009	$521.43M	0.620%	Low	$1M	−$2.65M
NFIAX	Neuberger Floating Rate Income Fund A Class	Front Load	Open			Dec 29, 2009	$13.22M	0.990%	Below Average	$1,000	−$1.98M
NFICX	Neuberger Floating Rate Income Fund C Class	Level Load	Open			Dec 30, 2009	$4.80M	1.740%	Average	$1,000	−$1.40M

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