NBGEX Rating, Research - Neuberger Berman Genesis Tr

Neuberger Berman Genesis Tr (nbgex)

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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 nbgex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to match the performance of the Standard & Poors SmallCap 600 Index. The fund expects to invest in approximately 500 or more of the stocks (see stock research) in the S&P SmallCap 600 Index. It may fully invest in all the stocks (see stock research) that comprise the index. The fund attempts to have a correlation between its performance and that of the index of at least 0.95, before expenses.

Management Analysis Update

Performance Analysis Update