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Neuberger Berman Mid Cap Growth Tr NBMTX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 16.30  /  −1.69 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield
  • Turnover 101%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:48 PM GMT+0

Morningstar’s Analysis NBMTX

Will NBMTX outperform in future?

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

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Analyst David Carey

David Carey

Analyst

Summary

Neuberger Berman Mid Cap Growth's new lead managers must prove themselves after a longtime manager's departure, warranting a Morningstar Medalist Rating of Neutral across all share classes.

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Portfolio Holdings NBMTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MongoDB Inc Class A

3.07 53.0 Mil
Technology

CrowdStrike Holdings Inc Class A

2.59 44.6 Mil
Technology

Pinterest Inc Class A

2.38 41.0 Mil
Communication Services

Datadog Inc Class A

2.27 39.1 Mil
Technology

Palantir Technologies Inc Ordinary Shares - Class A

2.21 38.1 Mil
Technology

Monolithic Power Systems Inc

2.07 35.7 Mil
Technology

IQVIA Holdings Inc

2.04 35.1 Mil
Healthcare

W.W. Grainger Inc

2.02 34.8 Mil
Industrials

The Trade Desk Inc Class A

1.95 33.6 Mil
Technology

DexCom Inc

1.94 33.4 Mil
Healthcare