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Neuberger Berman Genesis Institutional: (MF: NBGIX)

(NASDAQ Mutual Funds) As of Nov 13, 2026 05:42 PM ET

$61.27 USD

+0.10 (0.16%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2026

Total Return %* Percentile Rank Objective
YTD 12.54 58
3 months -0.60 18
6 months 4.37 27
1 Year 12.88 65
3 Year 11.11 91
5 Year 2.28 76
10 Year 9.69 60

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 153.02
Bear Market (10/07 - 2/09) -43.54
Bull Market (2/09 - 3/21) 692.11

Load Adjusted Returns as of Oct 31, 2026

1 Year 5.72
5 Year 2.59
10 Year 8.85
Since Inception 10.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.00 12.98 -5.87 NA
2025 -8.33 4.32 1.45 -1.56
2024 5.64 -2.55 9.46 -3.09
2023 7.03 4.76 -5.43 9.15
2022 -10.95 -12.71 -2.28 6.50
2021 6.58 1.74 0.68 8.38

Annual Return

20262025202420232022202120202019201820172016
% Total Return 12.54-4.509.1915.75-19.1118.3325.0529.64-6.5215.7818.34
% Total Return Rel to Index 0.77-22.72-15.82-10.49-0.90-10.346.65-1.84-2.13-6.016.40
% Total Return Rel to Peer -0.83-11.80-2.72-0.320.40-0.976.064.204.240.182.39
% Perf Quintile vs Peer* 4.005.004.003.003.004.002.002.002.003.003.00
% Dividends 0.000.210.000.090.040.000.020.120.130.220.19
% Yield 0.300.330.000.290.070.000.020.200.240.330.31
Capital Gains ($) 0.008.621.401.826.008.152.703.385.847.893.51
Expense Ratio 0.840.830.840.840.840.840.840.850.850.840.85

* 1 = Top 20%, 5 = Bottom 20%