Skip to Content

Neuberger Berman Mid Cap Growth Adv NBMBX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 16.84  /  +1.75 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield
  • Turnover 101%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 11:53 PM GMT+0

Morningstar’s Analysis NBMBX

Will NBMBX outperform in future?

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

Becoming more like its sibling.

Analyst David Carey

David Carey

Analyst

Summary

Neuberger Berman Mid Cap Growth's relatively new leaders are tinkering with their approach after a longtime lead manager's retirement. More proven options exist.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NBMBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

3.20 53.0 Mil
Technology

MongoDB Inc Class A

2.66 44.0 Mil
Technology

Palantir Technologies Inc Ordinary Shares - Class A

2.58 42.7 Mil
Technology

Datadog Inc Class A

2.29 38.0 Mil
Technology

Ares Management Corp Ordinary Shares - Class A

2.26 37.5 Mil
Financial Services

Pinterest Inc Class A

2.26 37.4 Mil
Communication Services

DexCom Inc

2.23 37.0 Mil
Healthcare

Monolithic Power Systems Inc

2.23 36.9 Mil
Technology

Axon Enterprise Inc

2.07 34.3 Mil
Industrials

Spotify Technology SA

2.04 33.8 Mil
Communication Services