Neuberger Berman Genesis Fund Trust Class

Frequently Asked Questions About NBGEX

What are the top holdings of NBGEX?

A machine-readable holdings disclosure for Neuberger Berman Genesis Fund Trust Class (NBGEX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does NBGEX invest in?

Neuberger Berman Genesis Fund Trust Class (NBGEX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is NBGEX most exposed to?

NBGEX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is NBGEX a US-only fund?

The country allocation card on this page shows NBGEX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does NBGEX invest in?

The fund's core mission is to achieve long-term growth in invested capital. Its strategy involves primarily investing in the common stocks of smaller companies, which it defines as those whose total market value falls within the range of companies included in the Russell 2000® Index at the time of the initial investment. Notably, the fund has the flexibility to continue holding or even increase its position in a company, even if that company's market capitalization later moves beyond the typical size range of the Russell 2000® Index. To minimize potential risks, the fund spreads its investments across a diverse portfolio of numerous companies and various industry sectors.