Neuberger Berman Genesis Fund Institutional Class (NBGIX) Research

The Neuberger Berman Genesis Fund Institutional Class is dedicated to achieving long-term capital appreciation. It primarily invests in the common stocks of smaller companies, specifically defining "small-capitalization" as businesses whose total market value falls within the range of companies included in the Russell 2000® Index at the time of their initial purchase. The fund retains the flexibility to maintain or even increase its holdings in a company, even if that company's market capitalization eventually moves outside the Russell 2000® Index range. To manage potential downsides, the fund strategically reduces risk by diversifying its investments across a wide array of companies and industries.

Market snapshot

Symbol
NBGIX
Price
$59.15
Day change
+2.11%
Market cap
$7.4B
52-week range
53.06-65.81
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 Trust Class (NBGEX)
  • 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)

Open Neuberger Berman Genesis Fund Institutional Class (NBGIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.