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Morningstar

Neuberger Berman Small Cap Growth Instl NBSMX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 38.07  /  0.85 %
  • Total Assets 331.5 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.910%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 121%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis NBSMX

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

People Pillar

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

Summary

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Neuberger Berman Small Cap Growth Instl’s strong process and parent firm support this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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