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Neuberger Berman Mid Cap Growth Inst NBMLX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 17.18  /  +0.53 %
  • 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 May 20, 2024 | 1-Day Return as of May 20, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NBMLX

Will NBMLX 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.

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Portfolio Holdings NBMLX

  • 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