Morningstar® Investment Profile™   Morningstar®
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Neuberger Berman AMT Mid-Cap Growth I
Release date as of 2025-07-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Style Box Details for Stock Holdings
Size
Average Mkt Cap $Mil 37,749
   
Market Capitalization % of Portfolio
Giant 0.68
Large 15.98
Medium 74.10
Small 9.25
Micro 0.00
   
Investment Valuation Stock
Portfolio
Forward P/E 39.2
Price/Book 8.3
Price/Sales 2.7
Price/Cash Flow 11.6
Dividend Yield 0.4
Long-Term Earnings 13.4
Historical Earnings 18.4
Sales Growth 6.9
Cash-Flow Growth 17.7
Book-Value Growth 8.6
As of 2025-07-31
Data as of 2025-07-31
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 97.2
Bullet Non-U.S. Stocks Non-U.S. Stocks 1.8
Bullet Bonds Bonds 0.0
Bullet Cash Cash 1.1
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2025-07-31
  Morningstar Equity Sectors
% of Stocks
Cyclical 26.98
Basic Materials 0.00
Consumer Cyclical 19.50
Financial Services 7.48
Real Estate 0.00
Sensitive 57.14
Communication Services 7.80
Energy 2.51
Industrials 20.58
Technology 26.25
Defensive 15.88
Consumer Defensive 2.54
Healthcare 11.00
Utilities 2.34
Data through 2025-07-31
  Top 25 Holdings
Total Number of Stock Holdings 74
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 25.87
Turnover % (as of 2024-12-31) 96.00
30 Day SEC Yield % ---
Top 25 Holdings
Sector P/E % of Net
Assets
Royal Caribbean Group 27.42 3.22
Roblox Corp Ordinary Shares - Class A --- 3.10
Toast Inc Class A 128.43 2.70
Howmet Aerospace Inc 51.51 2.58
Cloudflare Inc --- 2.51
Datadog Inc Class A 402.74 2.42
Ares Management Corp Ordinary Shares - Class A 102.43 2.40
Axon Enterprise Inc 192.59 2.34
Vistra Corp 31.32 2.31
Cencora Inc 29.76 2.29
Quanta Services Inc 59.84 2.15
Hilton Worldwide Holdings Inc 42.51 2.14
W.W. Grainger Inc 25.74 2.08
Carvana Co Class A 94.11 2.01
Monolithic Power Systems Inc 22.46 1.98
Heico Corp 69.60 1.94
Flutter Entertainment PLC 151.27 1.93
Zscaler Inc --- 1.87
Pure Storage Inc Class A 196.44 1.80
AppLovin Corp Ordinary Shares - Class A 66.09 1.75
DexCom Inc 52.50 1.75
Vertiv Holdings Co Class A 64.22 1.71
Coupang Inc Ordinary Shares - Class A 142.36 1.66
Comfort Systems USA Inc 37.53 1.65
DraftKings Inc Ordinary Shares - Class A --- 1.62
Data through 2025-07-31
Show Data Definitions

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