Morningstar® Investment Profile™   Morningstar®
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Neuberger Berman AMT Mid-Cap Growth S
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Average Below Avg 512
5-Year Average Below Avg 477
10-Year Average Average 380
Overall Average Average 512
Morningstar Category: Mid-Cap Growth | Number of Funds in Category: 512
Data through 2024-10-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 20.35
Mean -1.57
Sharpe Ratio -0.17
Trailing 3-Yr as of 2024-10-31
  Modern Portfolio Theory Statistics
Best Fit Index
Russell Mid Cap Growth TR USD
R-Squared 95
Beta 0.95
Alpha -2.38
Trailing 3-Yr as of 2024-10-31
  Principal Risks   
Event-Driven Investment/Arbitrage Strategies, Lending, Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Issuer, Temporary Defensive Measures, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Other, Pricing, Increase in Expenses, Shareholder Activity, Management, Mid-Cap
Show Risk Definitions
  Investment Risks
Mid Cap Funds: The securities of companies with market capitalizations below $10 billion may be more volatile and less liquid than the securities of larger companies.
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Returns will vary and shares may be worth more or less than their original cost when sold.