Neuberger Berman Small Cap Growth Instl (NBSMX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Neuberger Berman Small Cap Growth Instl
New York, NY 10158-0006
605 Third Ave 2nd FL
Neuberger Berman Equity Funds
Management Information
,Lead Manager since December 16, 2021
Jennifer Blachford, Senior Vice President, joined the firm in 2019. She is an Associate Portfolio Manager on the Growth Equity Team and a Co- Portfolio Manager on our Small Cap Growth and Mid Cap Growth strategies. In addition, she has Team research responsibility for the Health Care sector. Prior to joining, Jennifer served in a variety of senior roles including Portfolio Manager at Arcoda Capital Management. Jennifer began her career in 1998 as an analyst at Suffolk Capital Management. She earned an BA from Princeton University.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Growth
Fund FamilyNeuberger Berman
Net Assets328.94M
YTD Return9.12%
Yield0.00%
Morningstar Rating★★★★
Inception DateMay 26, 2009
Fund Operations
Last DividendN/A
Last Cap Gain-6.00
Holdings Turnover129.00%
Average for CategoryN/A
Fees & Expenses
ExpenseNBSMXCategory Average
Annual Report Expense Ratio (net)2.02%1.21%
Prospectus Net Expense Ratio2.02%N/A
Prospectus Gross Expense Ratio2.25%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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