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Neuberger Berman Genesis Tr (NBGEX) Fund Ranking and Research

Ranking, Research and Recommendation of Neuberger Berman Genesis Tr (NBGEX) Fund

    Last Trade: $48.70 on 2/12/2016, Change: +0.80 (1.67%)

 

Graph of Neuberger Berman Genesis Tr Fund (NBGEX) ManagerFund Manager - Judith M. Vale

Fund Manager Information

Fund Manager Tenure: 22.0 years
Similar Funds: NBGAX  NBGIX  NBGNX 
Fund Family: Neuberger Berman
Fund Category: Small Growth
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (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

 

Graph of Neuberger Berman Genesis Tr Fund (NBGEX) ProfileNeuberger Berman Genesis Tr Fund (NBGEX) Profile

Fund Profile and Description

Neuberger Berman Genesis Tr Fund seeks growth of capital. Neuberger Berman Genesis Tr Fund invests primarily in common stocks of companies with market capitalizations of $2 billion or less at the time of purchase. The portfolio managers generally look for undervalued companies whose current market shares and balance sheets are strong.

 

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

Data for Neuberger Berman Genesis Tr Fund (NBGEX) as of Jan 30, 2016

  • Neuberger Berman Genesis Tr Fund (NBGEX) management has been with Neuberger Berman Genesis Tr Fund for 22.0 years
  • Neuberger Berman Genesis Tr Fund (NBGEX) has good short-term performance (1-year return -3.02% vs -9.28% Small Growth category median performance)
  • Neuberger Berman Genesis Tr Fund (NBGEX) has good mid-term performance (3-year return 6.59% vs 6.41% Small Growth category median performance)
  • Neuberger Berman Genesis Tr Fund (NBGEX) has good Long-term performance (5-year return 7.78% vs 7.06% Small Growth category median performance)
  • 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 13.00% vs Small Growth average of 64.66%. 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 12.56, lower than category average of 14.5
  • Neuberger Berman Genesis Tr Fund (NBGEX) has a lower expense ratio than its Small Growth average: 1.10% vs 1.33%
  • Neuberger Berman Genesis Tr Fund (NBGEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for Neuberger Berman Genesis Tr Fund (NBGEX) as of Jan 30, 2016

  • Neuberger Berman Genesis Tr Fund (NBGEX) is less safe compared to its Small Growth peers
  • Asset base in Neuberger Berman Genesis Tr Fund (NBGEX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Neuberger Berman Genesis Tr Fund (NBGEX) performance details as of Jan 30, 2016

 

What do you think?

 

Compare Neuberger Berman Genesis Tr Fund (NBGEX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Neuberger Berman Genesis Tr-6.29-3.026.597.78
Brown Advisory Small-Cap Growth Inv (BIASX)-9.051.229.288.68Compare
Brown Capital Mgmt Small Co Inv (BCSIX)-11.161.0811.3811.89Compare
PNC Multi Factor Small Cap Gr I (PLTIX)-7.47-0.1412.9112.22Compare

See top fund managers for Small Growth Category Funds

 

Compare Neuberger Berman Genesis Tr Fund (NBGEX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Russell 2000 Growth ETF (VTWG)-11.59%-9.98%7.69%
iShares Russell 2000 Growth (IWO)-10.60%-9.72%7.86%
Guggenheim S&P SmallCap 600 Pure Gr ETF (RZG)-8.21%-6.71%8.29%
First Trust Small Cap Gr AlphaDEX ETF (FYC)-7.34%-3.27%7.69%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)-7.02%-2.46%10.02%

 

Graph of Neuberger Berman Genesis Tr Fund (NBGEX) Net Asset TrackingNeuberger Berman Genesis Tr (NBGEX) Fund Net Asset

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

DateNet Asset
01/2016$9.37B
12/2015$10.14B
11/2015$10.90B
More historic net asset information on Neuberger Berman Genesis Tr Fund (NBGEX)

  

Graph of Neuberger Berman Genesis Tr Fund (NBGEX) Portfolio TrackingNeuberger Berman Genesis Tr (NBGEX) Fund Portfolio Allocation

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

DateCashStockBondOther
09/20151.49%98.51%0%0%
06/20151.58%98.42%0%0%
03/20151.25%98.75%0%0%
Click here to see more historic asset allocation information on Neuberger Berman Genesis Tr Fund (NBGEX)

 

graph of Neuberger Berman Genesis Tr Fund (NBGEX) Top 10 Position TrackingTop 10 Holdings in Neuberger Berman Genesis Tr (NBGEX) Fund

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

Sep 29, 2015
Church & Dwight Company, Inc. C [2.64%]
Westinghouse Air Brake Technolo [2.41%]
ICON plc [2.29%]
Tyler Technologies, Inc. Common [1.99%]
West Pharmaceutical Services, I [1.98%]
AptarGroup, Inc. Common Stock [1.92%]
Sensient Technologies Corporati [1.89%]
Manhattan Associates, Inc. [1.79%]
Pool Corporation [1.67%]
Rollins, Inc. Common Stock [1.59%]

Jun 29, 2015
Westinghouse Air Brake Technolo [2.36%]
Church & Dwight Company, Inc. C [2.35%]
Icon PLC [1.95%]
West Pharmaceutical Services, I [1.95%]
Sensient Technologies Corporati [1.94%]
Zebra Technologies Corporation [1.86%]
Manhattan Associates, Inc. [1.8%]
AptarGroup, Inc. Common Stock [1.71%]
Tyler Technologies, Inc. Common [1.58%]
Rollins, Inc. Common Stock [1.58%]

Mar 30, 2015
Westinghouse Air Brake Technolo [2.54%]
Church & Dwight Company, Inc. C [2.5%]
Icon PLC [2.04%]
West Pharmaceutical Services, I [2.03%]
Sensient Technologies Corporati [1.95%]
Manhattan Associates, Inc. [1.94%]
AptarGroup, Inc. Common Stock [1.71%]
Constellation Software Inc [1.69%]
Polaris Industries Inc. Common [1.58%]
Compass Minerals Intl Inc Commo [1.54%]
Click here for Stock Holding Change Map in Neuberger Berman Genesis Tr Fund (NBGEX)

  

Latest News on Neuberger Berman Genesis Tr (NBGEX) Fund

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Neuberger Berman Genesis Tr Fund (NBGEX) Related ResourcesSee more information on Neuberger Berman Genesis Tr (NBGEX) Fund

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