Neuberger Berman Genesis Fund Trust Class (NBGEX) Research

The fund's core mission is to achieve long-term growth in invested capital. Its strategy involves primarily investing in the common stocks of smaller companies, which it defines as those whose total market value falls within the range of companies included in the Russell 2000® Index at the time of the initial investment. Notably, the fund has the flexibility to continue holding or even increase its position in a company, even if that company's market capitalization later moves beyond the typical size range of the Russell 2000® Index. To minimize potential risks, the fund spreads its investments across a diverse portfolio of numerous companies and various industry sectors.

Market snapshot

Symbol
NBGEX
Price
$58.49
Day change
+2.11%
Market cap
$7.5B
52-week range
52.5-65.14
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Hartford Schroders International Stock Fund Class Y (HSWYX)
  • MFS Series Trust X- MFS International Growth Fund A (MGRAX)
  • MFS International Growth R6 (MGRDX)
  • Neuberger Berman Genesis Fund Institutional Class (NBGIX)
  • Neuberger Berman Genesis Fund Investor Class (NBGNX)
  • T. Rowe Price Small-Cap Stock Fund Advisor Class (PASSX)
  • T. Rowe Price Communications & Technology Fund Investor Class (PRMTX)
  • T. Rowe Price Small-Cap Value Fund I Class (PRVIX)

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