Neuberger Berman Mid Cap Growth's new lead managers must prove themselves after a longtime manager's departure, warranting a Morningstar Medalist Rating of Neutral across all share classes.
Neuberger Berman Mid Cap Growth Tr NBMTX
- NAV / 1-Day Return 16.58 / −0.12 %
- Total Assets 1.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.950%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Limited
- TTM Yield —
- Turnover 101%
USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:12 PM GMT+0
Morningstar’s Analysis NBMTX
Will NBMTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CrowdStrike Holdings Inc Class A | 2.77 | 48.4 Mil | Technology |
MongoDB Inc Class A | 2.43 | 42.5 Mil | Technology |
DexCom Inc | 2.31 | 40.3 Mil | Healthcare |
Pinterest Inc Class A | 2.22 | 38.8 Mil | Communication Services |
Ares Management Corp Ordinary Shares - Class A | 2.15 | 37.5 Mil | Financial Services |
Datadog Inc Class A | 2.11 | 36.8 Mil | Technology |
W.W. Grainger Inc | 2.09 | 36.4 Mil | Industrials |
IQVIA Holdings Inc | 2.06 | 36.0 Mil | Healthcare |
KKR & Co Inc Ordinary Shares | 2.01 | 35.1 Mil | Financial Services |
Palantir Technologies Inc Ordinary Shares - Class A | 2.00 | 35.0 Mil | Technology |