Neuberger Berman Genesis Fund Investor Class (NBGNX)

Overview

This fund focuses on investing primarily in the common stocks of small-capitalization companies. It identifies small-cap companies as those whose market capitalization falls within the range of companies listed in the Russell 2000® Index at the time of the fund's initial purchase. The fund is not restricted to selling a company's stock even if the company's market capitalization grows beyond the Russell 2000® Index range, allowing it to potentially hold onto stocks that have moved out of the index's small-cap classification. In its investment approach, the fund emphasizes risk reduction by diversifying its investments across a broad array of companies and industries.

Products and Services

• Investment in Small-Capitalization Stocks

  The fund specializes in investing in the common stocks of small-capitalization companies. It targets companies whose market capitalization aligns with the Russell 2000® Index at the time of purchase, aiming to capitalize on the growth potential of small-cap stocks.

• Continued Investment Flexibility

  Even when a company’s market capitalization exceeds the Russell 2000® Index range, the fund possesses the flexibility to maintain or increase its investment. This approach allows the fund to potentially benefit from the continued growth of companies that have expanded beyond their initial small-cap status.

• Diversification Strategy

  To mitigate investment risk, the fund employs a diversification strategy across various companies and industries. This spreads the potential risk associated with investing in small-capitalization stocks, aiming for a more stable performance by not putting all its investment in a single sector or a few companies.