Neuberger Berman Mid Cap Growth Fund Advisor Class (NBMBX)

Overview

This fund is primarily focused on investing a significant portion of its assets, specifically at least 80%, in mid-cap companies as defined by their total market capitalization aligning with the range of the Russell Midcap® Index at the time of purchase. With an investment strategy that emphasizes diversification across a broad spectrum of companies, sectors, and industries, the fund aims to mitigate risk and optimize returns for its investors. This approach allows the fund to tap into the potential of mid-cap companies, which often offer a balance between the high growth potential of small-cap stocks and the stability of large-cap stocks, thereby presenting a unique investment opportunity.

Products and Services

The fund offers a strategic investment platform with a keen focus on mid-capitalization companies. Products and services provided by the fund are outlined as follows:

• Mid-Cap Equity Investments

  This core service involves the allocation of at least 80% of the fund's net assets directly into the common stocks of mid-cap companies. The selection criteria are highly precise, targeting companies that fall within the market capitalization range of the Russell Midcap® Index at the time of purchase. This ensures that investments are made into companies that possess the potential for growth and stability, reflecting an optimal risk-reward balance that is attractive to investors looking for sustainable returns.

• Risk Diversification Strategy

  A cornerstone of the fund's investment philosophy is its diversified approach to investing. By spreading investments across various companies, sectors, and industries, the fund significantly reduces the risk of exposure to adverse movements in any single investment or market segment. This diversification strategy is particularly beneficial in the inherently volatile mid-cap space, providing a buffer against market fluctuations and enhancing the potential for steady, long-term growth.