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Why Invest in Neuberger Berman Genesis Investor Fund (NBGNX)?

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Neuberger Berman Genesis Investor Fund (NBGNX - Free Report) seeks growth of capital. The portfolio managers seek long-term capital growth by investing in companies that are still in their early stages of development. NBGNX invests primarily in common stocks of small-sized companies, generally below $1.5 billion in market capitalization at the time of initial investment. NBGNX believes the small-cap arena offers long-term investors big opportunities - unlike large-caps, small-cap companies start from a very low base and, therefore, may have the ability to grow earnings dramatically over time. The managers look for undervalued companies whose current product lines and balance sheets are strong.

This Small Cap Value product has a history of positive total returns for over 10 years.  Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 11% and 5 year 12.6%. To see how this fund performed compared in its category, and #1 and #2 Ranked Mutual Funds, please click here.  

The Neuberger Berman Genesis Investor fund, as of the last filing, allocates their fund in top two major groups; Small Growth and Small Value. Further, as of the last filing, West Pharmaceutical Services Inc, Pool Corp and Sensient Technologies Corp were the top holdings for NBGNX.

This Zacks Rank #3 (Hold) was incepted in September 1988 and is managed by Neuberger. NBGNX carries an expense ratio of 1.03% and requires a minimal initial investment of $1,000.

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