About NRGSX
The Neuberger Berman Genesis Fund Class R6 is an actively managed mutual fund focused on small-cap growth equities. Its primary objective is long-term capital appreciation, seeking to identify attractively valued stocks of high-quality smaller companies with sustainable growth prospects. The fund predominantly invests in common stocks of companies whose market capitalizations align with the range of the Russell 2000 Index at the time of purchase, though it can continue holding companies that later exceed this range. To manage risk, the fund diversifies across numerous sectors and industries, with recent top holdings spanning healthcare, industrials, real estate, technology, and consumer cyclical sectors. The fund is noted for its disciplined approach, emphasizing companies with strong balance sheets, high free cash flow, and above-average profitability, typically at valuations below market averages. With a relatively low expense ratio for its category and a long-tenured management team, the fund is positioned as a core holding for investors aiming to capture the growth potential of U.S. small-cap stocks while mitigating volatility through active stock selection and risk management.
Fund Family Neuberger Berman
Category Small Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NRGSX
Share Class Class R6
Index Russell 2000 TR
NRGSX had a total return of 8.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.01%.
