Neuberger Berman Genesis Instl
605 Third Ave 2nd FL New York NY 10158-0006
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Phone: 800-877-9700
| Category: | Small Blend | | Fund Family: | Neuberger Berman | | Net Assets: | 3.23B | | Year-to-Date Return: | -26.29% | | Yield: | 0.54% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-99 |
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Judith M. Vale
Lead Manager since
01-Feb-94 | | | Vale is a managing director and portfolio manager on the Small Cap Value Equity team. She joined the firm in 1992. Previously, she was a portfolio manager at Quest Advisory and a senior fund analyst at Merrill Lynch Asset Management. Judy began her investment career in 1980 as an institutional analyst at Ingalls Snyder. Vale holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $5,000,000 | | Min Initial Investment, AIP: | $5,000,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks growth of capital. The fund invests primarily in common stocks of companies with market capitalizations of $2 billion or less at the time of purchase. Management seeks securities it believes to be undervalued and that are issued by companies that have above-average returns, an established market niche, the ability to finance their own growth and sound future business prospects. |
| Last Dividend
(17-Dec-07):
| 0.23 | | Last Cap Gain
(17-Dec-07):
| 8.09 | | Annual Holdings Turnover
| 25.00% | | Average for Category:
| 94.90% |
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| Expense | NBGIX | Category
Avg | | Total Expense Ratio: | 0.84%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.60% | | 3 Yr Expense Projection*: |
$278 | $588 | | 5 Yr Expense Projection*: |
$482 | $963 | | 10 Yr Expense Projection*: |
$1,073 | $1,924 |
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5.56% Nasdaq 
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