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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: $63.14 on 7/23/2014, Change: -0.02 (-0.03%)

 

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

Fund Manager Information

Fund Manager Tenure: 20.5 years
Similar Funds: NBGAX  NBGIX  NBGNX 
Fund Family: Neuberger Berman
Fund Category: Mid-Cap Growth
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: B (Score: 0.69)     (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 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 Jun 29, 2014

  • Neuberger Berman Genesis Tr Fund (NBGEX) management has been with Neuberger Berman Genesis Tr Fund for 20.5 years
  • Neuberger Berman Genesis Tr Fund (NBGEX) has good mid-term performance (3-year return 13.14% vs 12.66% Mid-Cap 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 17.00% vs Mid-Cap Growth average of 70.31%. 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 13.77, lower than category average of 15.76
  • Neuberger Berman Genesis Tr Fund (NBGEX) has a lower expense ratio than its Mid-Cap 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 Jun 29, 2014

  • Neuberger Berman Genesis Tr Fund (NBGEX) has a less-than-ideal short-term performance (1-year return 22.02% vs 23.35% Mid-Cap Growth category median performance)
  • Neuberger Berman Genesis Tr Fund (NBGEX) has a less-than-ideal Long-term performance (5-year return 18.34% vs 19.06% Mid-Cap Growth category median performance)
See Neuberger Berman Genesis Tr Fund (NBGEX) performance details as of Jun 29, 2014

 

What do you think?

 

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

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Neuberger Berman Genesis Tr0.6022.0213.1418.34
Akre Focus Instl (AKRIX)5.0023.0521.570Compare
Baron Partners Instl (BPTIX)10.1734.8019.3523.95Compare
Hartford Midcap I (HFMIX)10.9432.0416.6220.60Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Neuberger Berman Genesis Tr Fund (NBGEX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
RevenueShares Navellier Overall A-100 (RWV)5.85%28.42%10.84%
iShares Russell Midcap Growth Index (IWP)6.42%25.99%14.35%
PowerShares DWA Technical Leaders (PDP)6.44%25.12%14.88%
First Trust Multi Cap Growth AlphaDEX (FAD)4.30%25.08%13.38%
iShares Morningstar Mid Growth Index (JKH)5.43%25.02%12.39%

 

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
06/2014$14.68B
03/2014$14.73B
02/2014$14.67B
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
03/20143.58%96.3%0%0.12%
12/20132.54%97.35%0%0.11%
09/20132.93%96.96%0%0.11%
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

Mar 30, 2014
Westinghouse Air Brake Technolo [2.29%]
Church & Dwight Company, Inc. C [2.21%]
AptarGroup, Inc. Common Stock [1.92%]
Polaris Industries Inc. Common [1.7%]
Compass Minerals Intl Inc Commo [1.62%]
Sensient Technologies Corporati [1.57%]
CLARCOR Inc. Common Stock [1.53%]
Oceaneering International, Inc. [1.43%]
Carbo Ceramics, Inc. Common Sto [1.4%]
FEI Company [1.4%]

Dec 30, 2013
Westinghouse Air Brake Technolo [2.28%]
Church & Dwight Company, Inc. C [2.1%]
AptarGroup, Inc. Common Stock [1.99%]
Polaris Industries Inc. Common [1.84%]
Ocwen Financial Corporation NEW [1.79%]
Altisource Portfolio Solutions [1.73%]
CLARCOR Inc. Common Stock [1.72%]
Oceaneering International, Inc. [1.72%]
Compass Minerals Intl Inc Commo [1.63%]
Solera Holdings, Inc. Solera Ho [1.5%]

Sep 29, 2013
Church & Dwight Company, Inc. C [2.22%]
Westinghouse Air Brake Technolo [2.12%]
AptarGroup, Inc. Common Stock [1.95%]
Oceaneering International, Inc. [1.93%]
Ocwen Financial Corporation NEW [1.83%]
Polaris Industries Inc. Common [1.81%]
Compass Minerals Intl Inc Commo [1.74%]
CLARCOR Inc. Common Stock [1.67%]
Altisource Portfolio Solutions [1.6%]
Henry Schein, Inc. [1.48%]
Click here for Stock Holding Change Map in Neuberger Berman Genesis Tr Fund (NBGEX)

  

Latest News on Neuberger Berman Genesis Tr (NBGEX) Fund

See what is happening with Neuberger Berman Genesis Tr Fund (NBGEX)

 

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