An established team and a sensible approach to small, growing companies earn Neuberger Berman Genesis’ share classes Morningstar Analyst Ratings of Silver or Bronze, depending on fees.
Will NBGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBGIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NBGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NBGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.