NBGNX Rating, Research - Neuberger Berman Genesis Inv

Neuberger Berman Genesis Inv (nbgnx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 20

Threats + Weaknesses = 5

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

Fund Management Team

Fund Description Update

Neuberger Berman Genesis Inv (NBGNX) Description: NBGNX is a mutual fund, which is an investment that owns a basket of assets. The NBGNX 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. NBGNXs minimum initial investment amount is $1000 while the IRA minimum is $1000. NBGNXs expense ratio is roughly 1%. The latest NBGNXs front end load was 0% and the back end load was 0%. The Neuberger Berman Genesis Inv (NBGNX) mutual fund falls under the small mixed category. NBGNX focuses its investments in USA and NBGNX is not affiliated with a particular industry or fund sector. The Neuberger Berman Genesis Inv (NBGNX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NBGNXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NBGNXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation, and current income is a second consideration. The fund invests at least 80% of net assets in U.S. traded equity securities (see equity research) of small cap companies. U.S. traded equity securities (see equity research) may include American Depositary Receipts ("ADRs"). It targets companies with market capitalizations similar to those of companies in the Russell 2000® Value Index. In addition, to implement This investment vehicle strategy, the fund may buy or sell, to a limited extent, derivative instruments.


Management Analysis Update

Neuberger Berman Genesis Inv's executives / managers make better investing decisions, because their assets are invested along side their client's. Neuberger Berman Genesis Inv's management team has a long history of working together. This helps ensure consistent future returns.


Performance Analysis Update