Advertisement
Skip to Content
Morningstar

Neuberger Berman Mid Cap Growth Tr NBMTX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.63  /  1.30 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.00
  • Turnover 58%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis NBMTX

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.

An upcoming lead manager retirement means a few minor changes are coming.

Associate Analyst

Summary

| by David Carey

Neuberger Berman Mid Cap Growth is suitably staffed to handle an upcoming management transition, but the team’s approach has not shown an edge in the competitive mid-cap growth universe, warranting a Morningstar Analyst Rating of Neutral across all share classes.

Unlock our full analysis with Morningstar Investor