NBSMX Mutual Fund

NBSMX Mutual Fund (Neuberger Berman Small Cap Growth Fund Institutional Class) is managed by Neuberger Berman with $154.3M in net assets. NBSMX expense ratio is 0.91%, holding 107 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 2008-04-01.

NBSMX performance shows a YTD return of 9.78%. The 1-year return is 22.21% and the 5-year return is 5.78%. NBSMX dividend yield stands at 6.25%, paid annually.

NBSMX top holdings include Ssc Government Mm Gvmxx 12/31/2030 (6.1%), Firstcash Inc (3.0%), DT Midstream Inc (2.3%), Wintrust Financial Corp (2.1%), Servicetitan Inc-A Sedol Bpgn2Q7 (1.8%). Go to all NBSMX holdings, NBSMX sectors, or NBSMX dividends.

NBSMX can be compared against other funds. Use NBSMX overlap to find shared positions, or NBSMX vs another fund for a side-by-side view. NBSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.