Mutual Funds - Profile

Neuberger Berman Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks to appreciate capital by investing in mid-cap companies in the U.S.

The investment process starts with a list of companies in the market cap between $2.5 billion and $30 billion. Then the research team narrows the list using quantitative screens and fundamental research to identify companies with above average growth prospects.

Analysts take a deeper look in companies with catalysts for growth and market revaluation, stocks that are not well followed by the Wall Street and that are not widely held by other managers or have a small weight More

Price

  • Last Close
  • $16.92
    -0.86
  • 52 Week HL
  • $20.67 - $16.43
  • Net Assets
  • $2000 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Dec 31, 2020

Company Holding
Twilio Inc. 2.00
Veeva Systems 1.90
Ringcentral Inc 1.90
DocuSign, Inc. 1.90
Cintas Corporation 1.80
Company Holding
Monolithic Power 1.70
Coupa Software 1.60
CoStar Group 1.60
SVB Financial 1.60
Burlington Stores 1.50
Total 17.5%

Manager

  • Name
  • Kenneth J. Turek
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-11.8 % YTD

  • 3 Year
  • 25.06%
  • 5 Year
  • 55.92%
  • Best
  • 49.27%
    1999
  • Worst
  • -41.27%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
NBMBX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -7.1% 2.2% -18.4% 18.5% 3.5% 6.9% -3.6% 7.6% 0.2% 9.2% -
Q2 - 7.6% 30.2% 5.5% 5.9% 4.6% 1.4% 2.3% 2% 3% -
Q3 - 6.1% 9.5% -2.5% 7% 4.4% 5.9% -8.5% -2.2% 8.5% -
Q4 - -12.1% 8.5% 1.3% -18% 6.3% 1% 0.2% 7.4% 7.7% -

Returns +
M

J F M A M J J A S O N D
2022 -11.8% - - - - - - - - - - -
2021 0.6% 6% -4.2% 5.6% -4.3% 6.4% 3.4% 1.7% 0.8% 0.2% -2.4% -14.5%

Annual
Return

Index Comparison

Alpha

NAV