Neuberger Berman Mid Cap Instrinsic Value Fd Trust (NBREX) Research
The fund primarily aims to achieve capital appreciation for its investors. To accomplish this, it typically allocates a minimum of 80% of its net assets to common stocks of medium-sized companies. The adviser considers these "mid-capitalization" firms to be those whose total market value falls within the range of the Russell Midcap® Value Index at the time of purchase. Its investment approach involves a comprehensive, bottom-up fundamental research process, designed to identify companies whose shares are trading below the portfolio managers' assessment of their true intrinsic value and are also expected to offer significant long-term growth potential.
Market snapshot
- Symbol
- NBREX
- Price
- $29.61
- Day change
- +1.09%
- Market cap
- $144.1M
- 52-week range
- 25.01-30.26
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century One Choice 2065 Inv (ARHVX)
- Bancroft Fund Ltd. (BCV)
- Clifford Capital Partners Fund Investor Class (CLFFX)
- Clifford Capital Partners Fund Institutional Class (CLIFX)
- Western Asset Mortgage Opportunity Fund Inc. (DMO)
- Integrity Mid-North American Resources Fund Class A (ICPAX)
- ClearBridge Global Infrastructure Income Fund Class I (RGIVX)
- ClearBridge Global Infrastructure Income Fund Class IS (RGSVX)
Open Neuberger Berman Mid Cap Instrinsic Value Fd Trust (NBREX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.