Neuberger Berman Genesis Fund Investor Class (NBGNX) Research

The primary objective of this investment vehicle is the long-term appreciation of capital. Its portfolio predominantly focuses on the common stocks of smaller companies, specifically those with a total market capitalization falling within the range of the Russell 2000® Index at the time of initial purchase. Even if a company's market value later exceeds this index's parameters, the fund maintains the flexibility to retain or expand its holding in that company. To mitigate overall risk, the fund employs a strategy of broad diversification across various companies and industries.

Market snapshot

Symbol
NBGNX
Price
$58.82
Day change
+2.10%
Market cap
$7.4B
52-week range
52.79-65.5
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 Institutional Class (NBGIX)
  • 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 Investor Class (NBGNX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.