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Neuberger Berman Genesis Inv NBGNX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Neuberger Berman Investment Hub

Morningstar’s Analysis NBGNX

Will NBGNX 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 NBGNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBGNX 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 NBGNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Quality small-cap strategy.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Though a changing of the guard may be under way, Neuberger Berman Small Cap’s healthy mix of veterans and future leaders and sensible approach support a positive outlook.

by Chris Tate
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