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Neuberger Berman Small Cap Growth Fd Insti Class: (MF: NBSMX)
(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET
$51.70 USD
+0.38 (0.74%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.14 | 53 |
| 3 months | 12.74 | 33 |
| 6 months | -3.68 | 43 |
| 1 Year | 0.72 | 39 |
| 3 Year | 8.38 | 29 |
| 5 Year | 6.83 | 78 |
| 10 Year | 9.86 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 762.27 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 3.56 |
| 5 Year | 7.69 |
| 10 Year | 9.86 |
| Since Inception | 9.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.55 | 11.49 | NA | NA |
| 2024 | 17.51 | 0.98 | 7.68 | -1.36 |
| 2023 | 3.81 | 4.10 | -7.55 | 10.21 |
| 2022 | -12.60 | -16.57 | 0.23 | 3.52 |
| 2021 | 2.15 | 0.99 | -4.39 | 3.78 |
| 2020 | -20.55 | 30.42 | 10.41 | 25.16 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.14 | 26.04 | 10.12 | -24.34 | 2.37 | 43.19 | 34.92 | 5.89 | 28.49 | 6.53 | -5.34 |
| % Total Return Rel to Index | -9.72 | 1.02 | -16.11 | -6.14 | -26.30 | 24.79 | 3.43 | 10.28 | 6.69 | -5.40 | -6.73 |
| % Total Return Rel to Peer | -0.54 | 14.12 | -5.95 | -4.82 | -16.94 | 24.19 | 9.49 | 16.66 | 12.89 | -9.41 | -0.61 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 4.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.23 | 0.00 | 0.00 | 8.93 | 0.58 | 1.56 | 7.19 | 0.50 | 0.00 | 1.52 |
| Expense Ratio | 0.90 | 0.90 | 0.90 | 0.90 | 0.90 | 0.90 | 0.90 | 0.90 | 0.90 | 0.90 | 0.90 |
* 1 = Top 20%, 5 = Bottom 20%