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This fund aims to identify and allocate capital to fundamentally strong smaller and medium-sized enterprises that demonstrate superior and lasting potential for growth.
Is NBSM's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Likely to the chagrin of frustrated investors, the Russell 2000 Index is only modestly higher since the Federal Reserve lowered interest rates. That confirms that patience will be required in order to realize big gains with smaller stocks.
These funds are flying under investors' radar.
Investors continue to broaden out their portfolios this year, seeking previously overlooked and undervalued industries and asset classes. Small-caps remain a coiled spring, lagging the broader market but with the potential for outperformance should conditions prove favorable.
Small-cap stocks may not be showing signs of June gloom this summer. If that's the case, investors may want to consider getting the Neuberger Berman Small-Mid Cap ETF (NBSM).
With the April sell-off in the rearview mirror, investors may want to start looking at SMIDcap opportunities again to capture value-tilted upside. That's because their large-cap counterparts have recovered.