NBGEX : Neuberger Berman Genesis Fund Trust Class

NBGEX is a US Stocks Market Small Growth with MODERATE fees.

NBGEX

Neuberger Berman Genesis Fund Trust Class

FI Score

59 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

59% FI Score
  • nbgex
  • Mutual Fund
  • US Stocks
  • Small Growth

Neuberger Berman Genesis Fund Trust Class

Expenses: 1.10% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why »

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 capitalization within the market capitalization range of companies in the Russell 2000® Index at the time of initial purchase. It may continue to hold or add to a position in a company after its market capitalization has moved outside the range of the Russell 2000® Index. The fund seeks to reduce risk by diversifying among many companies and industries.

Largest Holdings

Amount Holding
3.04% Pool Corp
2.75% West Pharmaceutical Services Inc
2.46% Fair Isaac Corp
2.42% Chemed Corp
2.39% Tyler Technologies Inc
2.28% Aspen Technology Inc
2.17% Bio-Techne Corp
2.17% Exponent Inc
2.15% Haemonetics Corp
2.09% MarketAxess Holdings Inc
1.93% Power Integrations Inc
1.83% Qualys Inc
1.66% Cable One Inc
1.61% Manhattan Associates Inc
1.60% Cabot Microelectronics Corp
1.58% Jack Henry & Associates Inc
1.57% WD-40 Co
1.53% The Toro Co
1.52% IDEXX Laboratories Inc
1.39% RBC Bearings Inc
1.37% Rollins Inc
1.36% Rogers Corp
1.33% Novanta Inc
1.32% AAON Inc
1.31% AptarGroup Inc

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