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Mutual Fund Insights: Neuberger Berman Mid Cap Growth Tr Fund (NBMTX)

In-depth Analysis of Neuberger Berman Mid Cap Growth Tr Fund (NBMTX)

Mutual fund chart: Neuberger Berman Mid Cap Growth Tr Fund (NBMTX)

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See Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) performance details as of February 28, 2010

  

    Last Trade: $13.47 on 3/19/2010, Change: -0.09 (-0.66%)
Experiment our closing price forecasting tool for Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) (alpha release)

  

Fund Manager - Kenneth Turek

Fund Manager Tenure: 7.1 years   [Similar Funds: NBMBX  NBMLX ]
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Kenneth Turek is a vice present of NBMI and managing director of Neuberger Berman , LLC. Kenneth Turek joined the firm in 2002. Previously, Kenneth Turek spent five years as a vice president and senior portfolio manager in institutional asset management at Northern Trust. Additionally, Kenneth Turek was a portfolio manager at National Investment Services and Chief Investment Officer at ColeTaylor Bank. Kenneth Turek holds the Chartered Financial Analyst designation.  Get more insights on Kenneth Turek

  

What we like about Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) What we like about Neuberger Berman Mid Cap Growth Tr Fund (NBMTX)

Data for Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) as of February 28, 2010

  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) management has been with Neuberger Berman Mid Cap Growth Tr Fund for 7.1 years
  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) has good Long-term performance (5-year return 3.78% vs 2.06 % Mid-Cap Growth category average)
  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) ratio of up-years vs down years is greater than 2
  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) has an annual stock turnover rate of 69.00% vs Mid-Cap Growth average of 140.76%. It is good that Neuberger Berman Mid Cap Growth Tr management does not trade extensively for its return.
  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.61, lower than category average of 23.95
  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) has a lower management fee than its Mid-Cap Growth average: 1.26% vs 1.47%
  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) 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 Mid Cap Growth Tr Fund (NBMTX) What we are cautious about Neuberger Berman Mid Cap Growth Tr Fund (NBMTX)

Data for Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) as of February 28, 2010

  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) has a less-than-ideal short-term performance (1-year return 46.96% vs 58.17 % Mid-Cap Growth category average)
  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) has a less-than-ideal mid-term performance (3-year return -3.75% vs -4.00 % Mid-Cap Growth category average)
  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) has a Morningstar rating of 3 and below
  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) is less safe compared to its Mid-Cap Growth peers
  • Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) does not have a good risk adjusted return as its 3-year Alpha of 1.85 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.17
See Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) performance details as of February 28, 2010

  

  

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Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) Net Asset

Track net asset change of Neuberger Berman Mid Cap Growth Tr fund (NBMTX)

DateNet Asset
02/2010$542.81M
01/2010$21.15M
11/2009$19.60M
More historic net asset information on Neuberger Berman Mid Cap Growth Tr Fund (NBMTX)

  

Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) Portfolio Allocation

Track portfolio allocation change of Neuberger Berman Mid Cap Growth Tr fund (NBMTX)

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 Tr Fund (NBMTX)

  

Most Recent Top 10 Holdings in Neuberger Berman Mid Cap Growth Tr Fund (NBMTX)

Discover what Neuberger Berman Mid Cap Growth Tr Fund (NBMTX) 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 Tr Fund (NBMTX)

  

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