Morningstar

Neuberger Mid Cap Growth Fund Trust Class NBMTX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Neuberger Investment Hub
  • NAV / 1-Day Return $15.06  /  +1.96 %
  • Fund Size $2.2B
  • Adjusted Expense Ratio 0.930%
  • Net Expense Ratio 0.920%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Limited
  • TTM Yield 0.00%
  • Turnover Ratio 144%
NAV and 1-Day Return as of

Morningstar’s Analysis NBMTX

Will NBMTX outperform in the 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.

Settling in.

Analyst David Carey

David Carey

Analyst

Summary

Neuberger Mid Cap Growth’s adequate team and approach earn Average People and Process ratings.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NBMTX

More NBMTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snowflake Inc Ordinary Shares

3.70 79M
Technology

iShares Russell Mid-Cap Growth ETF

3.34 72M
—

Cloudflare Inc

3.25 70M
Technology

Targa Resources Corp

2.77 60M
Energy

Datadog Inc Class A

2.74 59M
Technology

Robinhood Markets Inc Class A

2.66 57M
Financial Services

Lumentum Holdings Inc

2.63 57M
Technology

Fastenal Co

2.18 47M
Industrials

Teradyne Inc

2.08 45M
Technology

W.W. Grainger Inc

1.95 42M
Industrials

Sponsor Center