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Morningstar

Neuberger Berman Mid Cap Growth Adv NBMBX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 16.46  /  +0.61 %
  • 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 Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:00 AM GMT+0

Morningstar’s Analysis NBMBX

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

  • People Pillar

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

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.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NBMBX

More NBMBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palantir Technologies Inc Ordinary Shares - Class A

4.18 71.1 Mil
Technology

Ssc Government Mm Gvmxx

3.06 52.1 Mil
Cash and Equivalents

Spotify Technology SA

2.92 49.7 Mil
Communication Services

Ares Management Corp Ordinary Shares - Class A

2.65 45.1 Mil
Financial Services

Super Micro Computer Inc

2.54 43.2 Mil
Technology

The Trade Desk Inc Class A

2.53 43.0 Mil
Technology

Cencora Inc

2.36 40.1 Mil
Healthcare

Datadog Inc Class A

2.31 39.3 Mil
Technology

Deckers Outdoor Corp

2.03 34.6 Mil
Consumer Cyclical

Apollo Global Management Inc Class A

1.95 33.1 Mil
Financial Services