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Neuberger Berman Mid Cap Growth Fund Class R3: (MF: NMGRX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$16.06 USD
+0.10 (0.63%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.06 | 42 |
| 3 months | -2.42 | 67 |
| 6 months | 12.06 | 42 |
| 1 Year | 16.44 | 55 |
| 3 Year | -0.26 | 84 |
| 5 Year | 9.69 | 65 |
| 10 Year | 10.00 | 50 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 16.44 |
| 5 Year | 9.68 |
| 10 Year | 10.00 |
| Since Inception | 12.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.84 | -2.42 | NA | NA |
| 2023 | 7.79 | 5.01 | -6.54 | 11.18 |
| 2022 | -12.80 | -20.79 | 0.15 | 2.54 |
| 2021 | 2.14 | 7.49 | 3.31 | 2.71 |
| 2020 | -18.40 | 30.04 | 9.52 | 19.28 |
| 2019 | 18.58 | 6.77 | -1.66 | 6.90 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.06 | 17.61 | -29.06 | 16.51 | 38.62 | 33.11 | -6.47 | 24.74 | 4.29 | 0.99 | 7.27 |
| % Total Return Rel to Index | -3.23 | -8.62 | -10.85 | -12.16 | 20.22 | 1.62 | -2.08 | 2.94 | -7.63 | -0.39 | -6.37 |
| % Total Return Rel to Peer | 1.40 | -5.38 | -9.36 | -5.54 | 18.71 | 4.68 | 0.38 | 4.06 | -3.52 | 2.59 | -0.93 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 4.00 | 1.00 | 2.00 | 3.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.48 | 0.64 | 3.13 | 1.86 | 0.83 | 1.42 | 1.29 | 0.35 | 0.63 | 0.99 |
| Expense Ratio | 1.32 | 1.32 | 1.31 | 1.29 | 1.31 | 1.33 | 1.36 | 1.36 | 1.36 | 1.36 | 1.36 |
* 1 = Top 20%, 5 = Bottom 20%