Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Neuberger Berman Genesis Instl (NBGIX)

60.16
+1.36
+(2.31%)
At close: 8:04:20 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.66%
5y Average Return 8.78%
Number of Years Up 20
Number of Years Down 5
Best 1Y Total Return (Apr 30, 2025) 37.23%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 37.23%
Worst 3Y Total Return 0.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NBGIX
Category
YTD
-8.33%
12.40%
1-Month
-5.70%
3.37%
3-Month
-8.33%
4.88%
1-Year
-5.25%
55.69%
3-Year
1.72%
19.34%
5-Year
11.91%
20.72%
10-Year
8.28%
13.98%
Last Bull Market
21.42%
27.85%
Last Bear Market
-12.71%
-24.06%

Annual Total Return (%) History

Year
NBGIX
Category
2025
--
--
2024
9.20%
--
2023
15.75%
--
2022
-19.11%
--
2021
18.34%
--
2020
25.06%
38.62%
2019
29.65%
27.68%
2018
-6.52%
-5.76%

2017
15.78%
21.50%
2016
18.35%
11.20%
2015
0.41%
-2.41%
2014
-0.05%
2.44%
2013
37.23%
40.91%
2012
10.10%
13.15%
2011
4.88%
-3.55%
2010
21.72%
26.98%
2009
26.54%
35.46%
2008
-32.67%
-41.55%
2007
22.12%
7.59%
2006
7.50%
10.81%
2005
16.61%
6.02%
2004
18.98%
12.41%
2003
32.00%
45.54%
2002
-2.74%
-27.88%
2001
12.39%
-8.91%
2000
33.00%
-3.85%
1999
--
64.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.33% -- -- --
2024 5.65% -2.56% 9.46% -3.09%
2023 7.03% 4.77% -5.44% 9.16%
2022 -10.96% -12.71% -2.29% 6.51%
2021 6.58% 1.75% 0.68% 8.39%
2020 -20.98% 24.90% 4.97% 20.71%
2019 15.09% 6.46% -0.17% 5.99%
2018 0.70% 3.87% 6.97% -16.45%
2017 3.01% 2.14% 4.07% 5.74%
2016 1.65% 4.10% 4.29% 7.24%

2015 4.35% 0.36% -6.82% 2.90%
2014 -1.21% 1.96% -6.11% 5.69%
2013 11.35% 1.49% 11.19% 9.21%
2012 6.83% -3.04% 3.91% 2.30%
2011 9.33% 0.04% -15.00% 12.81%
2010 5.19% -6.85% 8.81% 14.16%
2009 -10.15% 16.37% 13.40% 6.73%
2008 -4.03% 8.37% -11.94% -26.48%
2007 5.01% 8.23% 2.68% 4.65%
2006 6.55% -4.13% -1.09% 6.41%
2005 2.84% 4.43% 9.19% -0.55%
2004 5.23% 4.57% -1.31% 9.56%
2003 -3.28% 13.54% 6.25% 13.13%
2002 7.85% -5.00% -8.54% 3.79%
2001 -0.79% 10.39% -11.14% 15.50%
2000 10.31% 4.27% 4.83% 10.30%
1999 8.31% -- -- --

Rank in Category (By Total Return)

YTD 26
1-Month 17
3-Month 26
1-Year 53
3-Year 29
5-Year 53

Load Adjusted Returns

1-Year -5.25%
3-Year 1.72%
5-Year 11.91%
10-Year 8.28%

Performance & Risk

YTD Return -10.66%
5y Average Return 8.78%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Neuberger Berman
Net Assets 9.12B
YTD Return -8.33%
Yield 0.00%
Morningstar Rating
Inception Date Apr 02, 1997

Fund Summary

The fund invests mainly in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of companies in the Russell 2000® Index at the time of initial purchase. It may continue to hold or add to a position in a company after its market capitalization has moved outside the range of the Russell 2000® Index. The fund seeks to reduce risk by diversifying among many companies and industries.

Related Tickers

UMPSX ProFunds UltraMid Cap Fund
43.41
+4.73%
 
UMPIX ProFunds UltraMid Cap Fund
56.42
+4.71%
 
UPDDX Upright Growth & Income
17.47
+3.99%
 
FHKTX Fidelity Advisor China Region M
39.70
+3.74%
 
FIQFX Fidelity Advisor China Region Z
40.30
+3.73%
 
FHKIX Fidelity Advisor China Region I
40.33
+3.73%
 
FHKAX Fidelity Advisor China Region A
40.06
+3.73%
 
FCHKX Fidelity Advisor China Region C
38.12
+3.73%
 
FHKCX Fidelity China Region
40.65
+3.73%
 
RYMDX Rydex Mid-Cap 1.5x Strategy H
118.29
+3.60%
 
RYAHX Rydex Mid-Cap 1.5x Strategy A
117.75
+3.60%
 
RYSIX Rydex Electronics Inv
360.70
+3.58%
 
RYELX Rydex Electronics A
326.62
+3.58%
 
RYSAX Rydex Electronics H
316.28
+3.58%
 
NEAGX Needham Aggressive Growth Retail
42.55
+3.38%
 
NEAIX Needham Aggressive Growth Institutional
45.00
+3.38%
 
FSELX Fidelity Select Semiconductors
27.28
+3.37%
 
FELCX Fidelity Advisor Semiconductors C
55.00
+3.34%
 
FELAX Fidelity Advisor Semiconductors A
70.51
+3.34%
 
FELTX Fidelity Advisor Semiconductors M
65.33
+3.34%
 
FIKGX Fidelity Advisor Semiconductors Z
77.12
+3.34%
 
FELIX Fidelity Advisor Semiconductors I
76.85
+3.33%
 
MSSGX Morgan Stanley Inst Inception I
15.75
+3.28%
 
ACILX American Century Heritage G
28.36
+3.28%
 
MFLLX Morgan Stanley Inst Inception R6
15.93
+3.24%
 
ATHDX American Century Heritage R6
27.72
+3.24%
 
ATHWX American Century Heritage R
18.80
+3.24%
 
FGSCX Federated Hermes MDT Mid Cap Growth C
24.86
+3.24%
 
ATHYX American Century Heritage Y
27.73
+3.24%
 
CSCRX Columbia Small Cap Growth Inst2
26.20
+3.23%
 
TWHIX American Century Heritage Fund
23.34
+3.23%
 
FGSKX Federated Hermes MDT Mid Cap Growth R6
52.45
+3.23%
 
ATHIX American Century Heritage I
26.87
+3.23%
 
ATHAX American Century Heritage A
19.20
+3.23%
 
ATHGX American Century Heritage R5
26.88
+3.23%
 
MXXIX Marsico Midcap Growth Focus Fund
52.55
+3.22%
 
FGSAX Federated Hermes MDT Mid Cap Growth A
57.06
+3.22%
 
CMSCX Columbia Small Cap Growth Inst
25.66
+3.22%
 
FGSIX Federated Hermes MDT Mid Cap Growth IS
61.28
+3.22%
 
CSGYX Columbia Small Cap Growth Inst3
26.66
+3.21%
 
MGLBX Marsico Global
27.37
+3.21%
 
CGOAX Columbia Small Cap Growth A
23.19
+3.20%
 
CCRIX Columbia Small Cap Growth Fund
22.25
+3.20%
 
CGOCX Columbia Small Cap Growth C
16.21
+3.18%
 
CMSHX Columbia Small Cap Growth S
25.66
+3.18%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
475.53
+3.15%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
475.68
+3.15%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
333.67
+3.14%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
98.88
+3.14%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
67.80
+3.13%
 
FSEAX Fidelity Emerging Asia
51.92
+3.12%
 
FEATX Fidelity Advisor Emerging Asia M
47.53
+3.10%
 
FERIX Fidelity Advisor Emerging Asia I
52.55
+3.10%
 
FIQPX Fidelity Advisor Emerging Asia Z
52.62
+3.10%
 
FEAAX Fidelity Advisor Emerging Asia A
49.97
+3.09%
 
FERCX Fidelity Advisor Emerging Asia C
42.17
+3.08%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
39.53
+3.00%
 
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
42.03
+2.99%
 
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
41.73
+2.99%
 
FTXAX FullerThaler Behavioral Sm-Cp Gr A
40.71
+2.99%
 
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
17.60
+2.98%
 
FTXCX FullerThaler Behavioral Sm-Cp Gr C
39.35
+2.98%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
33.54
+2.98%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
37.70
+2.98%
 
PDEQX PGIM Jennison Emerging Markets Equity Opportunities Fund
17.64
+2.98%
 
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
40.84
+2.98%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
37.40
+2.97%
 
APDDX Artisan Global Discovery Fund
21.10
+2.88%
 
GIUIX NAA Mid Growth Institutional
35.67
+2.83%
 
BDFIX Baron Discovery Fund
32.08
+2.82%
 
SUFCX NAA Mid Growth C
36.53
+2.81%
 
QSMRX AQR Small Cap Momentum Style R6
17.90
+2.81%
 
FPHAX Fidelity Select Pharmaceuticals Port
24.49
+2.81%
 
BDFFX Baron Discovery Fund
31.13
+2.81%
 
ASMNX AQR Small Cap Momentum Style N
18.01
+2.80%
 
ASMOX AQR Small Cap Momentum Style I
18.01
+2.80%
 
SECUX NAA Mid Growth A
35.67
+2.80%
 
BDFUX Baron Discovery Fund
32.08
+2.79%
 
PWJZX PGIM Jennison International Opps Z
32.70
+2.77%
 
SNWAX Easterly Snow Small Cap Value A
54.63
+2.77%
 
PWJAX PGIM Jennison International Opps A
31.99
+2.76%
 
UDPIX ProFunds Ultra Dow 30 ProFund
72.06
+2.75%
 
SNWIX Easterly Snow Small Cap Value I
56.44
+2.75%
 
SNWRX Easterly Snow Capital Small Cap Value Fund
56.44
+2.75%
 
PVIVX Paradigm Micro-Cap
45.59
+2.73%
 
PXSGX Virtus KAR Small-Cap Growth I
29.43
+2.72%
 
AATIX Ancora/Thelen Small-Mid Cap I
17.39
+2.72%
 
MMMMX Victory Integrity Discovery Member
37.20
+2.71%
 
RYLDX Rydex Dow 2x Strategy A
153.36
+2.71%
 
RYCVX Rydex Dow 2x Strategy H
152.70
+2.70%
 
PSGAX Virtus KAR Small-Cap Growth A
27.74
+2.70%
 
MMEYX Victory Integrity Discovery Y
42.58
+2.70%
 
RYCYX Rydex Dow 2x Strategy C
126.29
+2.69%
 
AATSX Ancora/Thelen Small-Mid Cap S
17.99
+2.68%
 
PFSLX Paradigm Select Fund
70.34
+2.67%
 
QSMNX AQR Small Cap Multi-Style N
16.17
+2.67%
 
MIOFX Marsico International Opportunities
26.63
+2.66%
 
QSERX AQR Small Cap Multi-Style R6
16.22
+2.66%
 
NSCFX Nuveen Small-Cap Value Opportunities Fund
49.10
+2.66%
 
GTSCX Glenmede Small Cap Equity Instl
31.00
+2.65%