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Morningstar

Neuberger Berman Small Cap Growth Inv NBMIX

Morningstar Analyst Rating
Quantitative rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 38.44  /  1.28 %
  • Total Assets 344.4 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.310%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 121%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis NBMIX

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

People Pillar

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

Summary

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Neuberger Berman Small Cap Growth Inv’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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