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Neuberger Berman Mid Cap Growth Fd Insti Cl: (MF: NBMLX)
(NASDAQ Mutual Funds) As of Nov 6, 2024 08:00 PM ET
$19.00 USD
+0.77 (4.22%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.84 | 45 |
| 3 months | 4.85 | 63 |
| 6 months | 2.49 | 84 |
| 1 Year | 31.24 | 47 |
| 3 Year | 0.81 | 88 |
| 5 Year | 10.61 | 71 |
| 10 Year | 10.86 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.47 |
| Bull Market (2/09 - 3/21) | 700.00 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 31.23 |
| 5 Year | 10.61 |
| 10 Year | 10.86 |
| Since Inception | 9.25 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.98 | -2.25 | 4.85 | NA |
| 2023 | 7.94 | 5.23 | -6.38 | 11.36 |
| 2022 | -12.64 | -20.72 | 0.37 | 2.67 |
| 2021 | 2.29 | 7.64 | -1.85 | 2.84 |
| 2020 | -18.26 | 30.41 | 9.63 | 19.49 |
| 2019 | 18.74 | 6.91 | -1.58 | 7.07 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.84 | 18.42 | -28.62 | 11.15 | 39.65 | 33.78 | -5.78 | 25.49 | 4.97 | 1.58 | 7.98 |
| % Total Return Rel to Index | -4.26 | -7.82 | -10.42 | -17.52 | 21.25 | 2.29 | -1.39 | 3.69 | -6.95 | 0.19 | -5.66 |
| % Total Return Rel to Peer | 0.87 | -4.57 | -8.93 | -10.90 | 19.73 | 5.35 | 1.07 | 4.81 | -2.84 | 3.18 | -0.22 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 5.00 | 1.00 | 2.00 | 3.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.48 | 0.64 | 3.13 | 1.91 | 0.85 | 1.46 | 1.33 | 0.62 | 1.13 | 1.76 |
| Expense Ratio | 0.69 | 0.69 | 0.69 | 0.67 | 0.70 | 0.70 | 0.70 | 0.72 | 0.75 | 0.75 | 0.75 |
* 1 = Top 20%, 5 = Bottom 20%