Morningstar

Neuberger Small Cap Growth Fund I Class NBSMX

Morningstar Medalist Rating
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Medalist Rating as of See Neuberger Investment Hub
  • NAV / 1-Day Return $52.47  /  +2.02 %
  • Fund Size $631.3M
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 150%
NAV and 1-Day Return as of

Morningstar’s Analysis NBSMX

Will NBSMX outperform in the 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 NBSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBSMX 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 NBSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Neuberger Small Cap Growth Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings NBSMX

More NBSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FirstCash Holdings Inc

2.63 16M
Financial Services

JFrog Ltd Ordinary Shares

2.30 14M
Technology

Ssc Government Mm Gvmxx

2.26 14M
Cash and Equivalents

Dave Inc Ordinary Shares - Class A

1.97 12M
Technology

BrightSpring Health Services Inc

1.88 12M
Healthcare

Bandwidth Inc Class A

1.78 11M
Technology

Qualys Inc

1.74 11M
Technology

Wintrust Financial Corp

1.68 10M
Financial Services

Moog Inc Class A

1.63 10M
Industrials

MaxLinear Inc

1.58 10M
Technology

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