Neuberger Berman Genesis Inv
Neuberger Berman Equity Funds 605 Third Ave 2nd FL New York, NY 10158-0006
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Phone: 800-877-9700
| Category: | Small Blend | | Fund Family: | Neuberger Berman | | Net Assets: | 1.75B | | Year-to-Date Return: | 19.67% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Sep-88 |
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Judith M. Vale
Lead Manager since
01-Feb-94 | | | 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. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks growth of capital. The 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. |
| Last Dividend
(17-Dec-07):
| 0.16 | | Last Cap Gain
(15-Dec-08):
| 1.32 | | Annual Holdings Turnover
| 12.00% | | Average for Category:
| 91.53% |
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| Expense | NBGNX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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0.12% Nasdaq 
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