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Neuberger Berman Mid Cap Growth Fund Class A: (MF: NMGAX)
(NASDAQ Mutual Funds) As of Jul 11, 2024 08:00 PM ET
$16.90 USD
+0.04 (0.24%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.24 | 41 |
| 3 months | -2.34 | 66 |
| 6 months | 12.24 | 41 |
| 1 Year | 16.75 | 54 |
| 3 Year | -0.74 | 86 |
| 5 Year | 9.50 | 67 |
| 10 Year | 10.04 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 128.39 |
| Bear Market (10/07 - 2/09) | -44.70 |
| Bull Market (2/09 - 3/21) | 535.23 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 10.40 |
| 5 Year | 8.28 |
| 10 Year | 9.42 |
| Since Inception | 5.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.94 | -2.34 | NA | NA |
| 2023 | 7.84 | 5.13 | -6.50 | 11.25 |
| 2022 | -12.72 | -20.74 | 0.22 | 2.61 |
| 2021 | 2.22 | 7.56 | 1.08 | 2.75 |
| 2020 | -18.29 | 30.22 | 9.50 | 19.40 |
| 2019 | 18.59 | 6.81 | -1.59 | 6.93 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.24 | 17.92 | -28.86 | 14.21 | 39.11 | 33.30 | -6.13 | 25.02 | 4.57 | 1.18 | 7.56 |
| % Total Return Rel to Index | -3.05 | -8.32 | -10.65 | -14.47 | 20.71 | 1.81 | -1.74 | 3.23 | -7.36 | -0.20 | -6.07 |
| % Total Return Rel to Peer | 1.58 | -5.07 | -9.16 | -7.84 | 19.19 | 4.87 | 0.72 | 4.35 | -3.24 | 2.78 | -0.63 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 5.00 | 1.00 | 2.00 | 3.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.48 | 0.64 | 3.13 | 1.88 | 0.84 | 1.43 | 1.31 | 0.36 | 0.65 | 1.01 |
| Expense Ratio | 1.06 | 1.06 | 1.06 | 1.04 | 1.06 | 1.07 | 1.07 | 1.11 | 1.11 | 1.11 | 1.11 |
* 1 = Top 20%, 5 = Bottom 20%