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Morningstar

Neuberger Berman Mid Cap Growth R3 NMGRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.68  /  1.26 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 58%

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

Morningstar’s Analysis NMGRX

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

People Pillar

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

An upcoming lead manager retirement means a few minor changes are coming.

Associate Analyst

Summary

| by David Carey

Neuberger Berman Mid Cap Growth is suitably staffed to handle an upcoming management transition, but the team’s approach has not shown an edge in the competitive mid-cap growth universe, warranting a Morningstar Analyst Rating of Neutral across all share classes.

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