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Morningstar

Neuberger Berman Small Cap Growth Instl NBSMX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 44.00  /  +2.21 %
  • Total Assets 325.3 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 129%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

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.

Neuberger Berman Small Cap Growth Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NBSMX

More NBSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rambus Inc

4.70 16.6 Mil
Technology

Super Micro Computer Inc

4.00 14.1 Mil
Technology

Comfort Systems USA Inc

2.40 8.5 Mil
Industrials

RadNet Inc

2.35 8.3 Mil
Healthcare

APi Group Corp

2.12 7.5 Mil
Industrials

MicroStrategy Inc Class A

2.12 7.5 Mil
Technology

Fabrinet

1.91 6.7 Mil
Technology

Applied Industrial Technologies Inc

1.90 6.7 Mil
Industrials

e.l.f. Beauty Inc

1.83 6.5 Mil
Consumer Defensive

CBIZ Inc

1.80 6.3 Mil
Industrials