NBGIX – Neuberger Genesis Instl Investment Strategy | Morningstar

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Strategy

The investment seeks growth of capital. The fund invests mainly in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of companies in the Russell 2000® Index at the time of initial purchase. It may continue to hold or add to a position in a company after its market capitalization has moved outside the range of the Russell 2000® Index. The fund seeks to reduce risk by diversifying among many companies and industries.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NBGNX	Neuberger Genesis Fund Investor Class	No Load	Open			Sep 27, 1988	$1.26B	0.990%	Below Average	$1,000	−$291.34M
NBGEX	Neuberger Genesis Fund Trust Class	No Load	Open			Aug 26, 1993	$686.43M	1.090%	Average	$0	−$201.46M
NBGAX	Neuberger Genesis Fund Advisor Class	No Load	Open			Apr 2, 1997	$61.89M	1.340%	High	$0	−$12.61M
NRGEX	Neuberger Genesis Fund E Shares Class	No Load	Open		—	Jan 11, 2022	$119.16M	0.020%	Low	$0	−$38.02M
NBGIX	Neuberger Genesis Fund Institutional Class	Institutional	Open			Jul 1, 1999	$1.57B	0.840%	Below Average	$1M	−$711.19M
NRGSX	Neuberger Genesis Fund R6 Class	Retirement, Large	Open			Mar 15, 2013	$3.03B	0.740%	Below Average	$0	−$1.28B

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