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Neuberger Berman Small Cap Growth Inv NBMIX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 43.85  /  +2.21 %
  • Total Assets 332.5 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield
  • Turnover 129%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis NBMIX

Will NBMIX outperform in future?

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

Neuberger Berman Small Cap Growth Inv’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings NBMIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rambus Inc

4.70 16.6 Mil
Technology

Super Micro Computer Inc

4.00 14.1 Mil
Technology

Comfort Systems USA Inc

2.40 8.5 Mil
Industrials

RadNet Inc

2.35 8.3 Mil
Healthcare

APi Group Corp

2.12 7.5 Mil
Industrials

MicroStrategy Inc Class A

2.12 7.5 Mil
Technology

Fabrinet

1.91 6.7 Mil
Technology

Applied Industrial Technologies Inc

1.90 6.7 Mil
Industrials

e.l.f. Beauty Inc

1.83 6.5 Mil
Consumer Defensive

CBIZ Inc

1.80 6.3 Mil
Industrials