… 5%, beating its peer group by more than six points. Fees are a bit steep at 1.09% of assets. Neuberger Berman Genesis NBGNX This fund recently moved from small- to mid-cap territory. Its 16.5% energy weighting is nearly double that of other …
… to do DCA in it. I am thinking about either adding additional contributions to HRVIX or open a new position in NBGNX . I realize NBGNX is transitioning to mid-cap growth, but feel it should serve well for the small cap exposure too. Gurus please …
… OAKIX 7%;MAPIX 5%;ARTGX 3% MIDCAP ------- MERDX 10%,DEFIX 5%,POAGX 5 SMALLCAP ---------- ARIVX 5%, NBGNX 5% FSCIX 5%; TGINX; 5% This gives me a target allocation of 30% fixed income, 50% US stocks and 20% Foreign stocks …
… Portfolio, PRPFX, 5.00% $10,000.00 Vanguard Selected Value Inv, VASVX, 12.00%, $24,000.00 NBerman Genesis, NBGNX , 10.00%, $20,000.00 Foreign Vanguard Inter Growth, VWIGX, 12.00%, $24,000.00 Bonds Vanguard GNMA Inv VFIIX …
… Equity Income Fund (VEIPX) Mid Cap Growth - Meridian Growth Analyst Report (MERDX) Sm Blend - Neuberger Berman Genesis ( NBGNX ) Foreign Blend - Manning & Napier World Opportunities A (EXWAX) Int Term Bond - Payden GNMA (PYGNX) High Yield - Artio …
For most funds, I am not seeing the %Rank in Category value. Instead I am just seeing dashes. A good example is: NBGNX . I do see this value if I click on the actual block that contains %Rank that takes me to another page. One strange item …
… reopened in 2009 and 2010. Not all of these are standouts, but the following merit further attention. Neuberger Berman Genesis NBGNX This fund was closed for seven years before reopening in January 2009. The four-person management team focuses on small …
I want to replace my investments in HRVIX, NBGNX and ICMAX . Is it a good idea ? These are in my taxable account . Can I replace them with MACSX and MSMLX. I already own MACSX. Thanks
… good chance the fund will do better than most in the next bear market. Other Bear-Market Beauties: Neuberger Berman Genesis NBGNX (10-year annualized return, 10%), Century Small Cap Select CSMVX (8%), and Homestead Small Company Stock HSCSX …
… PRIMECAP VPMCX Large Growth 8 . 7 9 4 25 . 5 Scout International UMBWX Foreign Lg Blend 17 . 3 9 4 16 . 7 Neuberger Berman Gen NBGNX Small Blend 18 . 3 11 4 16 . 3 Homestead Value HOVLX Large Value 4 . 3 12 30 19 . 5 T . Rowe Price Div Gr PRDGX Large Blend …