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Morningstar

Neuberger Berman Small Cap Growth Adv NBMVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 38.03  /  2.26 %
  • Total Assets 330.4 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.610%
  • 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 121%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis NBMVX

Will NBMVX 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 NBMVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NBMVX 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 NBMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Neuberger Berman Small Cap Growth Adv’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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