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Neuberger Berman AMT Mid-Cap Growth S
Release date as of 2024-04-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2024-04-30
Out of 511
Mid-Cap Growth Funds
Morningstar®
Style Box™
What is this?
As of 2024-04-30
Total Fund Assets ($ Mil)
522.61
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks growth of capital.
To pursue its goal, the fund normally invests at least 80% of its net assets in common stocks of mid-capitalization companies, which the adviser defines as those with a total market capitalization within the market capitalization range of the Russell Midcap® Index at the time of purchase. The fund seeks to reduce risk by diversifying among many companies, sectors and industries.
  Morningstar Category: Mid-Cap Growth
Some mid-cap growth portfolios invest in stocks of all sizes, thus leading to a mid-cap profile, but others focus on midsize companies. Mid-cap growth portfolios target U.S. firms that are projected to grow faster than other mid-cap stocks, therefore commanding relatively higher prices. Stocks in the middle 20% of the capitalization of the U.S. equity market are defined as mid-cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). 
  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.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 96.6
Bullet Non-U.S. Stocks Non-U.S. Stocks 3.4
Bullet Bonds Bonds 0.0
Bullet Cash Cash 0.0
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2024-04-30
Morningstar Equity Sectors
% of Stocks
Cyclical 23.43
Basic Materials 0.52
Consumer Cyclical 12.33
Financial Services 9.65
Real Estate 0.93
Sensitive 57.01
Communication Services 5.92
Energy 2.12
Industrials 21.38
Technology 27.59
Defensive 19.57
Consumer Defensive 3.16
Healthcare 15.81
Utilities 0.60
Data through 2024-04-30
Holding Status
Total Number of Stock Holdings 76
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 24.16
Turnover % (as of 2023-12-31) 105.00
30 Day SEC Yield % ---
Top Holdings
Sector P/E % of Net
Assets
CrowdStrike Holdings Inc Class A 790.65 3.24
MongoDB Inc Class A --- 2.69
Palantir Technologies Inc Ordinary Shares - Class A 244.11 2.61
Datadog Inc Class A 896.43 2.33
Pinterest Inc Class A 152.05 2.30
Ares Management Corp Ordinary Shares - Class A 55.00 2.29
DexCom Inc 82.72 2.27
Monolithic Power Systems Inc 76.41 2.25
Axon Enterprise Inc 135.78 2.10
Spotify Technology SA --- 2.08
Data through 2024-04-30
  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
  Other Information
Inception Date: 2003-02-18
Portfolio Manager(s)
Trevor L. Moreno   (2020-01-31)
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.
Chad A. Bruso   (2020-01-31)
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.
Jennifer Blachford   (2021-12-20)
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
Issuer
Neuberger Berman
Subadvisor(s)
---
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