Neuberger Berman promoted associate portfolio managers Chad Bruso and Trevor Moreno to full-fledged comanagers of Neuberger Berman Mid Cap Growth on Dec. 17, 2021, joining longtime manager Ken Turek. At the same time, the firm made healthcare analyst Jennifer Blachford an associate manager.
Neuberger Berman Mid Cap Growth Tr NBMTX
NAV / 1-Day Return
17.45
/
0.46
%
Total Assets
1.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.950%
Expense Ratio
0.950%
Fee Level
Average
Longest Manager Tenure
18.96
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
0
Status
Limited
TTM Yield
0.00%
Turnover
42%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will NBMTX 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 NBMTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NBMTX 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 NBMTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Neuberger Berman Mid Cap Growth Promotes Comanagers; Ratings Unchanged
