NBGAX Rating, Research - Neuberger Berman Genesis Adv

Neuberger Berman Genesis Adv (nbgax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 20

Threats + Weaknesses = 5

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nbgax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Neuberger Berman Genesis Adv (NBGAX) Description: NBGAX is a mutual fund, which is an investment that owns a basket of assets. The NBGAX mutual fund was provided by Neuberger Berman and this investment vehicle derives the majority of its value from equity holdings (stocks). Neuberger Bermans mutual fund has a long management tenure and is in the average fund size classification. NBGAXs minimum initial investment amount is $0 while the IRA minimum is $0. NBGAXs expense ratio is roughly 1%. The latest NBGAXs front end load was 0% and the back end load was 0%. The Neuberger Berman Genesis Adv (NBGAX) mutual fund falls under the small mixed category. NBGAX focuses its investments in USA and NBGAX is not affiliated with a particular industry or fund sector. The Neuberger Berman Genesis Adv (NBGAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NBGAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NBGAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of net assets (plus any borrowings made for investment purposes) in the equity securities (see equity research) of ??small cap companies.? A small cap company is one whose market capitalization, at the time of purchase, either falls within the capitalization range of the Russell 2000 Value Index, an unmanaged index that measures the performance of those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values, or is $3.5 billion or less. The fund may also invest in companies with large capitalization.

Management Analysis Update

Performance Analysis Update