Morningstar® Investment Profile™   Morningstar®
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Neuberger Berman AMT Mid-Cap Growth I
Release date as of 2025-06-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Style Box Details for Stock Holdings
Size
Average Mkt Cap $Mil 35,232
   
Market Capitalization % of Portfolio
Giant 0.78
Large 15.77
Medium 74.55
Small 8.90
Micro 0.00
   
Investment Valuation Stock
Portfolio
Forward P/E 35.5
Price/Book 7.5
Price/Sales 2.5
Price/Cash Flow 8.2
Dividend Yield 0.5
Long-Term Earnings 13.0
Historical Earnings 14.9
Sales Growth 6.3
Cash-Flow Growth 15.7
Book-Value Growth 8.5
As of 2025-06-30
Data as of 2025-06-30
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 96.6
Bullet Non-U.S. Stocks Non-U.S. Stocks 2.5
Bullet Bonds Bonds 0.0
Bullet Cash Cash 1.0
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2025-06-30
  Morningstar Equity Sectors
% of Stocks
Cyclical 28.88
Basic Materials 0.00
Consumer Cyclical 19.43
Financial Services 9.45
Real Estate 0.00
Sensitive 55.40
Communication Services 7.74
Energy 2.69
Industrials 18.57
Technology 26.40
Defensive 15.71
Consumer Defensive 2.45
Healthcare 11.67
Utilities 1.59
Data through 2025-06-30
  Top 25 Holdings
Total Number of Stock Holdings 79
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 24.59
Turnover % (as of 2024-12-31) 96.00
30 Day SEC Yield % ---
Top 25 Holdings
Sector P/E % of Net
Assets
Royal Caribbean Group 25.48 3.26
Axon Enterprise Inc 199.50 2.78
Cencora Inc 34.70 2.47
Roblox Corp Ordinary Shares - Class A --- 2.46
Cloudflare Inc --- 2.44
Datadog Inc Class A 285.81 2.38
Ares Management Corp Ordinary Shares - Class A 101.29 2.27
Spotify Technology SA 116.93 2.24
Toast Inc Class A 164.04 2.16
W.W. Grainger Inc 26.71 2.13
Heico Corp 76.64 2.00
Quanta Services Inc 60.98 1.92
Flutter Entertainment PLC 98.20 1.88
Monolithic Power Systems Inc 19.51 1.84
Duolingo Inc 201.98 1.80
Carvana Co Class A 117.41 1.78
Coupang Inc Ordinary Shares - Class A 214.00 1.73
Reddit Inc Class A Shares 30.17 1.67
Targa Resources Corp 32.06 1.63
DraftKings Inc Ordinary Shares - Class A --- 1.58
Vistra Corp 30.71 1.58
Pure Storage Inc Class A 151.53 1.54
IDEXX Laboratories Inc 49.57 1.53
Zscaler Inc --- 1.52
Howmet Aerospace Inc 60.83 1.47
Data through 2025-06-30
Show Data Definitions

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