Neuberger Long Short Fund

NEUBERGER BERMAN ALTERNATIVE FUNDS · 3 share classes

Actively managed U.S. equity fund
One fund, 3 share classes:NLSAXNLSCXNLSIX
$8.25B NAV
208 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Neuberger Long Short Fund is an actively managed U.S. equity fund. 22% of NLSAX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 91% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

The Fund seeks long term capital appreciation

Strategy · summarised

The fund takes long and short positions across global equities, fixed income, and derivatives, seeking undervalued companies with strong competitive positions, sustainable cash flows, or near-term catalysts, while shorting securities expected to underperform or to hedge macro and sector risks. The fund's net exposure ranges from 100% long to 20% short of net asset value, creating leverage that amplifies both gains and losses. Performance depends on the accuracy of the portfolio managers' valuations and their timing of entry and exit decisions across both long and short holdings.

Expenses
1.27% 2.38%across 3 share classes
Share classExpense ratio
NLSAX1.64%
NLSCX2.38%
NLSIX1.27%

Portfolio turnover 60.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

82.19%
of net assets
Stocks78.99%
Cash & short-term4.59%
Other0.97%
Loans0.18%
Derivatives-2.54%

These positions come to 82.19% of net assets. Not everything a fund owns is reported as a holding — uninvested cash is collected at fund level instead — so the total is not expected to reach 100%.

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology23.2%
Consumer Discretionary13.7%
Communication Services13.0%
Financials10.1%
10 smaller40.0%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
22%of stock holdings in top-quartile growers
covering 91% of the fund’s equity
Earnings growth
32%of stock holdings in top-quartile growers
covering 84% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 60 new47 exited

Largest new: LII, ITT, MU, LYV, Brookfield Renewable Partners LP, Brookfield Renewable Corp, SNDK, HPQ

Largest exited: J, AMD, WDAY, NKE, DHR, CRM, HESM, KR

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+7.47%+24.83%+26.82%5.24%-3.27%
+6.61%+21.97%+22.15%5.23%-3.55%
+7.80%+26.10%+29.10%5.19%-3.17%

These classes hold the same portfolio, so the 6.95pp spread over 5 years is the cost difference between them — roughly 1.39pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
11.69%
Avg maturity
2.67 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

100%
floating
Floating rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

1-3y
1-3y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Alphabet, Inc. Class AGOOGL6.83%$563.61M
Amazon.com IncAMZN6.05%$499.31M
NVIDIA CorpNVDA5.49%$453.33M
Microsoft CorpMSFT4.67%$385.47M
Apple IncAAPL4.55%$375.42M
State Street Global AdvisorsGVMXX4.26%$351.57M
Facebook, Inc. Class AMETA2.71%$223.35M
Broadcom IncAVGO2.17%$179.43M
FANATICS HOLDINGS INC CLASS A1.81%$149.66M
Brookfield Infrastructure Partners LP1.71%$141.39M
Showing 10 of 208Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 40.26% of net assets, top 25 60.59%, across 201 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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