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Morningstar

Neuberger Berman Genesis Tr NBGEX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 57.41  /  1.34 %
  • Total Assets 10.2 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 12%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis NBGEX

Will NBGEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBGEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NBGEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of NBGEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy’s hallmark downside protection is on full display.

Analyst

Summary

| by Paul Ruppe

The Neuberger Berman Small Cap strategy, including Neuberger Berman Genesis, earns Morningstar Analyst Ratings ranging from Silver to Bronze, depending on share class and vehicle fees, for its resilience during tumultuous markets.

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