Neuberger Berman Genesis Tr (NBGEX)
8943 views
Rate Now:
average rating: 3.66 / 3 ratings
DESCRIPTION:
Date updated:10-22-2007
According to the Neuberger Berman website, the NB Genesis Fund
“Invests mainly in common stocks of small-capitalization companies. Seeks undervalued companies whose current product lines and balance sheets are strong. The Portfolio regards companies with market capitalizations of up to $1.5 billion at the time of investment as small-cap companies.”
As of Q3 2006 the fund has assets under management of $10.8 Billion. The fund is 95% invested in stocks with portfolio turnover of close to 20%.
Genesis’ biggest industry exposure is in Energy, Healthcare and Industrials.
The fund is managed by Judith M. Vale, who has been the Lead Manager since 1994. Previous to working at NB, Vale was a portfolio manager at Quest Advisory and a fund analyst with Merrill Lynch Asset Management. She holds a CFA certification and has been in the industry for 18 years.
In the fund’s Q3 outlook and commentary, Vale was quoted as saying “We continue to be cautious in our market outlook. Over the past few years, the American consumer
has borrowed against the future, as low interest rates and lax loan standards have encouraged leverage. With slowing economic growth and a weakening housing market, this problem could come home to roost, forcing homeowners to rein in spending and cutting into consumer demand. More broadly, although foreign economic growth may provide some solace to the domestic economy, we don’t think it will be enough to make up for a major consumer slowdown, should that occur .As always, we are focusing on “steady Eddie” companies with highly profitable, defensible niches that generate free cash flow and offer long-term earnings visibility in a range of industries. However, our portfolio continues to have a defensive flavor, with limited exposure to the consumer and to what we think is a vulnerable Financial sector. “
For more information on the NB website:
http://search.nb.com/nbquery.html?col=nb§ion=&qt=genesis&qp=visitor_type%3Apublic
From Morningstar:
http://quicktake.morningstar.com/FundNet/Snapshot.aspx?Country=USA&pgid=hetopquote&Symbol=nbgex
Current Returns:
1-Year: 21.91%
3-Year: 17.35%
5-Year: 18.82%
As of 9/30/07
-
CHD
Church Dwight Co - $52.24
- -0.87%
- $53.02
No Analysis added
-
DNR
Denbury Res Inc ( - $33.19
- -1.13%
- $33.63
No Analysis added
-
ATR
Aptar Group Inc - $41.16
- -0.77%
- $41.51
No Analysis added
-
ATK
Alliant Tech Sys - $102.08
- +0.81%
- $101.57
No Analysis added
-
CLC
Clarcor Inc - $33.95
- -1.65%
- $34.53
No Analysis added
-
HSIC
Henry Schein Inc - $56.20
- -2.31%
- $57.69
No Analysis added
-
IDXX
Idexx Labs - $49.17
- -0.18%
- $49.64
No Analysis added
-
DNEX
Dionex Cp - $63.96
- -1.28%
- $64.74
No Analysis added
- Top Professional Portfolios
- 1. T. Rowe Price New Era ...
- 2. Profunds UltraSector O...
- 3. The Children's Investm...
- 4. U.S. Global Investors ...
- 5. AIM Energy A (IENAX)
- show all
- Top Do-It-Yourself Portfolios
- » TShea
- » thevaluemaster Portfolio 1
- » Royal Lioness
- » Fast Money's Bullish Char...
- » Bob 10 year plan
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » 10 Short Squeezes
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- show all
Barron's Roundup - 7-5
Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there’s information the Intel (INTC), Duke Energ...
07.06.08 | 02:04 AM
You Ask, Altucher Answers
7-2-08 I've been responding to a new batch of questions posed by members of the Stockpickr community on Stockpickr Answers. Anybody can ask, respond or comment at St...
07.02.08 | 10:48 AM
Where Else Can You Find Stockpic...
Here are a few of the places where you can find Stockpickr content. Rocket Stocks: Each week, we lay out a group of stocks that have the potential to move higher in the...
07.01.08 | 13:18 PM
You Ask, Peltier Answers
more articles
07-01-08 On Stockpickr Answers, David Peltier responded to a new batch of questions posed by members of the Stockpickr community. Peltier writes two weekly newsletters...
07.01.08 | 10:26 AM
Lessons From the Great Depression
07.05.08 | 11:44 AM From author
T-Bird
General market Technical Analysi...
11.14.07 | 22:55 PM From author
ZackAttack
Cartoon Thread
11.15.07 | 20:31 PM From author
Peter on Post Street
What about the Amero?
more forums
08.12.07 | 18:29 PM From author
Amerotic
Q.
Who benefits from the most amazi...
07.06.08 | 21:35 PM Asked by
R. Tamina Ernhart
A. Nike is a great buy now that it has come
in. I believe it will find a bottom soon
if it hasn't already. I don't think the
Nike ID web sight has caught on yet
either. Go check it out you can design
your own shoes it is the coolest thing
ever! SO I SAY YES TO NIKE!
Q.
Should we keep buy EMC or do we ...
07.30.07 | 17:26 PM Asked by
sirnose
A. Investing resources for creating
wealth!
Pet Supplies & Training needs. Global
shipping.
Finest blue nose pitbulls in its breed!
Environment News, Information,
resources!
Please visit: Coffee-Advice.com
Dog & Puppy resources, news, articles,
and more.
Got acne? Cures, Treatments, articles,
and more.
Restore that classic Pontiac musclecar.
Click here.
Shop your favorite stores from across
the country!
Google it here!
Latest News & Technology headlines from
around the globe.
today 's lists
Biggest % Gainers
Here is the stock list of some of the largest % gainers from the prior trading day. more
Analyst Upgrades
Analyst Upgrades for 07-3-08 more
Large Cap Value Plays
This is a screen of large cap stocks, i.e. with market capitalizations greater than or equal to $5 billion that also have a P/E less than or equal to 15 and a quick ratio o... more
10/10/2007 19:07 PM CDT Asked by Sheaman
We are sitting on a huge mover.