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Morningstar

Neuberger Berman Mid Cap Growth Tr NBMTX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 16.95  /  +0.30 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield —
  • Turnover 101%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis NBMTX

Will NBMTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBMTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBMTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NBMTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Becoming more like its sibling.

Analyst David Carey

David Carey

Analyst

Summary

Neuberger Berman Mid Cap Growth's relatively new leaders are tinkering with their approach after a longtime lead manager's retirement. More proven options exist.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NBMTX

More NBMTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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