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.
- NAV / 1-Day Return 56.65 / 1.31 %
- Total Assets 9.5 Bil
-
Adj. Expense Ratio
0.840%
- Expense Ratio 0.840%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 0.07%
- Turnover 12%
Morningstar’s Analysis NBGIX
Will NBGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Mar 31, 2023
- Equity Holdings 107
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector