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    Neuberger Berman Genesis Tr (NBGEX)

    59.20 Up 0.15(0.25%) Aug 28
    Prev Close:59.20
    YTD Return*:5.44%
    Net Assets*:11.80B
    Yield*:0.05%

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for NBGEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WAB2.36N/A
    CHD2.35N/A
    ICLR.IR1.95N/A
    WST1.95N/A
    SXT1.94N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:11.8B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:5.44%
    5y Avg Return:14.46%
    Rank in Category (ytd):68
    % Rank in Category (ytd):8.88%
    Beta (3y):0.99
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks growth of capital. The fund invests mainly in common stocks of small-capitalization companies, which it defines as those with a total market value of no more than $2 billion at the time the fund first invests in them. It may continue to hold or add to a position in a stock after the company's market value has grown beyond $2 billion. The fund seeks to reduce risk by diversifying among many companies and industries. View More
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