Nasdaq - Delayed Quote USD

Neuberger Berman Genesis Instl (NBGIX)

63.14
+2.04
+(3.34%)
At close: 8:04:22 PM EDT
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  • Previous Close 61.10
  • YTD Return -10.66%
  • Expense Ratio 0.84%
  • Category Small Growth
  • Last Cap Gain 50.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 8.8B
  • Beta (5Y Monthly) 1.05
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.10
  • Inception Date Jul 1, 1999

The fund invests mainly in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of companies in the Russell 2000® Index at the time of initial purchase. It may continue to hold or add to a position in a company after its market capitalization has moved outside the range of the Russell 2000® Index. The fund seeks to reduce risk by diversifying among many companies and industries.

Neuberger Berman

Fund Family

Small Growth

Fund Category

8.8B

Net Assets

1999-07-01

Inception Date

Performance Overview: NBGIX

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Trailing returns as of 5/7/2025. Category is Small Growth.

YTD Return

NBGIX
10.66%
Category
12.40%
 

1-Year Return

NBGIX
1.86%
Category
55.69%
 

3-Year Return

NBGIX
4.08%
Category
19.34%
 

5-Year Return

NBGIX
8.78%
Category
20.72%
 

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Holdings: NBGIX

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Sector Weightings

SectorNBGIX
Industrials   32.61%
Technology   19.48%
Healthcare   8.21%
Energy   5.61%
Real Estate   2.69%
Utilities   2.27%

Recent News: NBGIX

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Research Reports: NBGIX

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