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Neuberger Berman AMT Mid-Cap Growth I
Release date as of 2024-11-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-05-01  
Maximum Fees
Administrative 0.30%
Management 0.55%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.84%
Expense Ratio 0.91%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 0.93%
Waiver Data
Type Date %
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  Management
Inception Date: 1997-11-03
Mngr Name Trevor L. Moreno
Mngr Start Date 2020-01-31
Biography
Trevor Moreno, CFA, Managing Director, joined the firm in 2014. Trevor is a Co-Head of the Growth Equity Team and a Senior Co- Portfolio Manager on our Small Cap Growth and Mid Cap Growth strategies. In addition, he has Team research responsibility for the Information Technology and Communication Services sectors. Prior to joining the firm, he held assistant portfolio manager and analyst positions at Wells Capital Management and Strong Capital Management before that. Trevor began his career in 2000 at Parker Hannifin Corporation as a staff accountant and a financial analyst. He earned a BS in Accounting and Finance, as well as an MBA from the Kelley School of Business at Indiana University and has been awarded the Chartered Financial Analyst designation.
Mngr Name Chad A. Bruso
Mngr Start Date 2020-01-31
Biography
Chad Bruso, CFA, Managing Director, joined Neuberger Berman in 2006. He is a Co-Head of the Growth Equity Team and a Senior Co-Portfolio Manager on our Small Cap Growth and Mid Cap Growth strategies. In addition, he has Team research responsibility for the Consumer Discretionary, Consumer Staples, Materials and Industrials sectors. Prior to joining the firm, he was a vice president and transportation analyst at Morgan Stanley. Chad began his career in 1998 as a senior consultant at Arthur Andersen. He earned a Bachelor of Finance from the University of Illinois at Urbana-Champaign and has been awarded the Chartered Financial Analyst designation.
Mngr Name Jennifer Blachford
Mngr Start Date 2021-12-20
Biography
Jennifer Blachford, Senior Vice President, joined the firm in 2019. She is an Associate Portfolio Manager on the Growth Equity Team and a Co- Portfolio Manager on our Small Cap Growth and Mid Cap Growth strategies. In addition, she has Team research responsibility for the Health Care sector. Prior to joining, Jennifer served in a variety of senior roles including Portfolio Manager at Arcoda Capital Management. Jennifer began her career in 1998 as an analyst at Suffolk Capital Management. She earned an BA from Princeton University.
Investment Advisor(s)
Neuberger Berman Investment Advisers LLC
Web Site
www.nb.com
Issuer
Neuberger Berman
Subadvisor(s)
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