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Mutual Fund Insights: Neuberger Berman Genesis Tr Fund (NBGEX)

In-depth Analysis of Neuberger Berman Genesis Tr Fund (NBGEX)

Mutual fund chart: Neuberger Berman Genesis Tr Fund (NBGEX)

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See Neuberger Berman Genesis Tr Fund (NBGEX) performance details as of January 31, 2010

  

    Last Trade: $41.32 on 3/12/2010, Change: +0.19 (0.46%)
Experiment our closing price forecasting tool for Neuberger Berman Genesis Tr Fund (NBGEX) (alpha release)

  

Fund Manager - Judith M. Vale

Fund Manager Tenure: 16.1 years   [Similar Funds: NBGAX  NBGIX  NBGNX ]
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)
Vale is a managing director and portfolio manager on the Small Cap Value Equity team. She joined the firm in 1992. Previously, she was a portfolio manager at Quest Advisory and a senior fund analyst at Merrill Lynch Asset Management. Judy began her investment career in 1980 as an institutional analyst at Ingalls Snyder. Vale holds the Chartered Financial Analyst designation.  Get more insights on Judith M. Vale

  

What we like about Neuberger Berman Genesis Tr Fund (NBGEX) What we like about Neuberger Berman Genesis Tr Fund (NBGEX)

Data for Neuberger Berman Genesis Tr Fund (NBGEX) as of January 31, 2010

  • Neuberger Berman Genesis Tr Fund (NBGEX) management has been with Neuberger Berman Genesis Tr Fund for 16.1 years
  • Neuberger Berman Genesis Tr Fund (NBGEX) has good mid-term performance (3-year return -0.77% vs -7.80% Small Blend category average)
  • Neuberger Berman Genesis Tr Fund (NBGEX) has good Long-term performance (5-year return 4.73% vs 0.36% Small Blend category average)
  • Neuberger Berman Genesis Tr Fund (NBGEX) ratio of up-years vs down years is greater than 2
  • Neuberger Berman Genesis Tr Fund (NBGEX) has a Morningstar rating of 4 and above
  • Neuberger Berman Genesis Tr Fund (NBGEX) has an annual stock turnover rate of 12.00% vs Small Blend average of 96.31%. It is good that Neuberger Berman Genesis Tr management does not trade extensively for its return.
  • Neuberger Berman Genesis Tr Fund (NBGEX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.47, lower than category average of 25.24
  • Neuberger Berman Genesis Tr Fund (NBGEX) has a lower management fee than its Small Blend average: 1.14% vs 1.53%
  • Neuberger Berman Genesis Tr Fund (NBGEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Neuberger Berman Genesis Tr Fund (NBGEX) What we are cautious about Neuberger Berman Genesis Tr Fund (NBGEX)

Data for Neuberger Berman Genesis Tr Fund (NBGEX) as of January 31, 2010

  • Neuberger Berman Genesis Tr Fund (NBGEX) has a less-than-ideal short-term performance (1-year return 30.71% vs 41.29% Small Blend category average)
See Neuberger Berman Genesis Tr Fund (NBGEX) performance details as of January 31, 2010

  

  

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Neuberger Berman Genesis Tr Fund (NBGEX) Net Asset

Track net asset change of Neuberger Berman Genesis Tr fund (NBGEX)

DateNet Asset
01/2010$3.22B
11/2009$3.21B
10/2009$3.28B
More historic net asset information on Neuberger Berman Genesis Tr Fund (NBGEX)

  

Neuberger Berman Genesis Tr Fund (NBGEX) Portfolio Allocation

Track portfolio allocation change of Neuberger Berman Genesis Tr fund (NBGEX)

DateCashStockBondOther
09/20093.05%95.96%0%0.99%
07/20093.86%95.14%0%1%
06/20094.31%94.66%0%1.03%
Click here to see more historic asset allocation information on Neuberger Berman Genesis Tr Fund (NBGEX)

  

Most Recent Top 10 Holdings in Neuberger Berman Genesis Tr Fund (NBGEX)

Discover what Neuberger Berman Genesis Tr Fund (NBGEX) manager is buying

30-Sep-09
APTAR GROUP INC [2.74%]
COMPASS MINERALS INT [2.62%]
CHURCH DWIGHT CO INC [2.57%]
CLARCOR INC [1.9%]
ALBERTO-CULVER CO [1.78%]
MICROS Systems, Inc. [1.77%]
Bucyrus International, Inc. [1.76%]
SOUTHWESTERN ENERGY [1.76%]
HAEMONETICS CP [1.69%]
Henry Schein, Inc. [1.67%]

31-Jul-09
Neuberger Berman Prime Money Fund [3.86%]
CHURCH DWIGHT CO INC [2.83%]
APTAR GROUP INC [2.71%]
COMPASS MINERALS INT [2.4%]
CLARCOR INC [2.13%]
HAEMONETICS CP [1.86%]
SOUTHWESTERN ENERGY [1.81%]
ALBERTO-CULVER CO [1.74%]
MICROS Systems, Inc. [1.7%]
Henry Schein, Inc. [1.66%]

30-Jun-09
Neuberger Berman Prime Money Fund [4.31%]
APTAR GROUP INC [2.79%]
CHURCH DWIGHT CO INC [2.77%]
COMPASS MINERALS INT [2.61%]
CLARCOR INC [1.99%]
HAEMONETICS CP [1.91%]
ALBERTO-CULVER CO [1.84%]
ALLIANT TECH SYS INC [1.81%]
SOUTHWESTERN ENERGY [1.8%]
MICROS Systems, Inc. [1.67%]
Click here for Stock Holding Change Map in Neuberger Berman Genesis Tr Fund (NBGEX)

  

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