Neuberger Small Cap Growth Tr holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Neuberger Small Cap Growth Fund Trust Class NBMOX
- NAV / 1-Day Return 59.53 / −2.17 %
- Total Assets 703.0M
-
Adj. Expense Ratio
1.410%
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 0
- Status Limited
- TTM Yield 0.00
- Turnover 150%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NBMOX
Will NBMOX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the NBMOX 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 NBMOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Ssc Government Mm Gvmxx | 6.20 | 41M | Cash and Equivalents |
iShares Russell 2000 Growth ETF | 3.93 | 26M | — |
Bloom Energy Corp Class A | 3.64 | 24M | Industrials |
FirstCash Holdings Inc | 2.65 | 17M | Financial Services |
Nextpower Inc Class A | 2.33 | 15M | Technology |
DT Midstream Inc Ordinary Shares | 2.12 | 14M | Energy |
Sterling Infrastructure Inc | 1.96 | 13M | Industrials |
nLight Inc | 1.95 | 13M | Technology |
Fabrinet | 1.90 | 13M | Technology |
Piper Sandler Cos | 1.71 | 11M | Financial Services |
United States