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Morningstar

Neuberger Berman Mid Cap Growth Inst NBMLX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 16.75  /  +0.60 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 101%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:04 AM GMT+0

Morningstar’s Analysis NBMLX

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

  • People Pillar

    The People Pillar is our evaluation of the NBMLX 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 NBMLX’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

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Portfolio Holdings NBMLX

More NBMLX 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
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