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Neuberger Berman Small Cap Growth Tr NBMOX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 44.57  /  +1.01 %
  • Total Assets 345.8 Mil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield
  • Turnover 129%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:19 PM GMT+0

Morningstar’s Analysis NBMOX

Will NBMOX outperform in future?

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

Neuberger Berman Small Cap Growth Tr’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 NBMOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rambus Inc

3.95 12.6 Mil
Technology

Super Micro Computer Inc

3.14 10.0 Mil
Technology

Manhattan Associates Inc

2.99 9.5 Mil
Technology

Fabrinet

2.20 7.0 Mil
Technology

Onto Innovation Inc

2.10 6.7 Mil
Technology

e.l.f. Beauty Inc

2.04 6.5 Mil
Consumer Defensive

APi Group Corp

1.89 6.0 Mil
Industrials

Applied Industrial Technologies Inc

1.88 6.0 Mil
Industrials

MACOM Technology Solutions Holdings Inc

1.86 5.9 Mil
Technology

Comfort Systems USA Inc

1.82 5.8 Mil
Industrials