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Mutual Fund Insights: Neuberger Berman Mid Cap Growth Adv Fund (NBMBX)

In-depth Analysis of Neuberger Berman Mid Cap Growth Adv Fund (NBMBX)

Mutual fund chart: Neuberger Berman Mid Cap Growth Adv Fund (NBMBX)

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See Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) performance details as of January 31, 2010

  

    Last Trade: $13.92 on 3/18/2010, Change: -0.04 (-0.29%)
Experiment our closing price forecasting tool for Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) (alpha release)

  

Fund Manager - Kenneth Turek

Fund Manager Tenure: 7.1 years   [Similar Funds: NBMLX  NBMTX ]
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)
Turek is a vice present of NBMI and managing director of Neuberger Berman , LLC. He joined the firm in 2002. Previously, he spent five years as a vice president and senior portfolio manager in institutional asset management at Northern Trust. Additionally, he was a portfolio manager at National Investment Services and Chief Investment Officer at ColeTaylor Bank. He holds the Chartered Financial Analyst designation.  Get more insights on Kenneth Turek

  

What we like about Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) What we like about Neuberger Berman Mid Cap Growth Adv Fund (NBMBX)

Data for Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) as of January 31, 2010

  • Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) management has been with Neuberger Berman Mid Cap Growth Adv Fund for 7.1 years
  • Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) has good Long-term performance (5-year return 2.78% vs 1.43% Mid-Cap Growth category average)
  • Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) ratio of up-years vs down years is greater than 2
  • Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) has an annual stock turnover rate of 69.00% vs Mid-Cap Growth average of 138.22%. It is good that Neuberger Berman Mid Cap Growth Adv management does not trade extensively for its return.
  • Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.26, lower than category average of 23.72

  

What we are cautious about Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) What we are cautious about Neuberger Berman Mid Cap Growth Adv Fund (NBMBX)

Data for Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) as of January 31, 2010

  • Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) has a less-than-ideal short-term performance (1-year return 28.07% vs 39.73% Mid-Cap Growth category average)
  • Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) has a less-than-ideal mid-term performance (3-year return -6.37% vs -5.54% Mid-Cap Growth category average)
  • Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) has a Morningstar rating of 3 and below
  • Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) is less safe compared to its Mid-Cap Growth peers
  • Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) does not have a good risk adjusted return as its 3-year Alpha of 0.55 is worse than category average of 3.29, and its 3-year Sharpe ratio is -0.32
  • Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) has a higher management fee of 1.53% than its Mid-Cap Growth average of 1.46%
  • Even though Neuberger Berman Mid Cap Growth Adv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) performance details as of January 31, 2010

  

  

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Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) Net Asset

Track net asset change of Neuberger Berman Mid Cap Growth Adv fund (NBMBX)

DateNet Asset
01/2010$5.89M
11/2009$6.65M
10/2009$6.77M
More historic net asset information on Neuberger Berman Mid Cap Growth Adv Fund (NBMBX)

  

Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) Portfolio Allocation

Track portfolio allocation change of Neuberger Berman Mid Cap Growth Adv fund (NBMBX)

DateCashStockBondOther
11/20094.58%95.41%0%0%
09/20097.27%92.73%0%0%
08/20095.55%94.45%0%0%
Click here to see more historic asset allocation information on Neuberger Berman Mid Cap Growth Adv Fund (NBMBX)

  

Most Recent Top 10 Holdings in Neuberger Berman Mid Cap Growth Adv Fund (NBMBX)

Discover what Neuberger Berman Mid Cap Growth Adv Fund (NBMBX) manager is buying

30-Nov-09
SBA Communications Corporation [2.19%]
Urban Outfitters, Inc. [1.81%]
Stericycle, Inc. [1.68%]
W M S INDS INC [1.68%]
Vistaprint NV [1.57%]
CONCHO RESOURCES INC [1.52%]
Express Scripts, Inc. [1.48%]
AIRGAS INC [1.41%]
Ross Stores, Inc. [1.41%]
ECOLAB INC [1.41%]

30-Sep-09
W M S INDS INC [1.91%]
SBA Communications Corporation [1.83%]
Urban Outfitters, Inc. [1.72%]
LAZARD LTD. [1.54%]
Ross Stores, Inc. [1.52%]
Stericycle, Inc. [1.47%]
AIRGAS INC [1.47%]
ECOLAB INC [1.44%]
AMER TOWER CP [1.43%]
Vistaprint NV [1.41%]

31-Aug-09
W M S INDS INC [2.01%]
SBA Communications Corporation [1.81%]
Urban Outfitters, Inc. [1.79%]
Ross Stores, Inc. [1.64%]
LAZARD LTD. [1.6%]
AIRGAS INC [1.55%]
Stericycle, Inc. [1.55%]
ECOLAB INC [1.46%]
DOLBY LABORATORIES [1.38%]
Express Scripts, Inc. [1.37%]
Click here for Stock Holding Change Map in Neuberger Berman Mid Cap Growth Adv Fund (NBMBX)

  

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