Neuberger Berman US Equity Index PutWrite

Investment Objective

The fund seeks long-term, equity-like returns with less volatility than broader equity markets by writing put options on broad-based indexes, (e.g. S&P 500 / Russell 2000) and investing collateral in a laddered high quality, short-term fixed income portfolio.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.7 0.9 0.7 0.4 0.8 0.7 0.9 0.8 0.9 0.6 0.7 1.0 0.3
2019 0.1 0.9 0.6 0.6 0.9 0.5 0.7 0.1 0.6 0.8 0.4 0.2 0.6

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