Neuberger Berman Genesis Tr (NBGEX)
30191 views
Rate Now:
average rating: 3.75 / 4 ratings
DESCRIPTION:
Date updated:06-22-2009
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
The fund ranks in the top 7% of all funds in its Small Blend category over the last five years.
-
CHD
Church Dwight Co - $57.68
- +0.49%
- $57.20
No Analysis added
-
DNR
Denbury Res Inc ( - $12.85
- -0.70%
- $12.76
No Analysis added
-
ATR
Aptar Group Inc - $35.44
- -0.62%
- $35.36
No Analysis added
-
ATK
Alliant Tech Sys - $82.20
- +0.21%
- $81.39
No Analysis added
-
CLC
Clarcor Inc - $30.22
- -0.72%
- $30.17
No Analysis added
-
HSIC
Henry Schein - $50.63
- -0.96%
- $51.19
No Analysis added
-
IDXX
Idexx Laboratorie - $51.80
- +0.29%
- $51.17
No Analysis added
-
DNEX
Dionex Corporatio - $67.88
- -0.06%
- $67.67
No Analysis added
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. WisdomTree Intl Consum...
- 5. Charlie Munger
- show all
- Top Do-It-Yourself Portfolios
- » John Shier
- » Joy
- » tsamanuli Portfolio 1
- » brueckenc Portfolio 1
- » Fundsonly Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
Jim Cramer's Portfolios of the Week
By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...
11.06.09 | 15:52 PM
'Fast Money' Portfolios of the Week
By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...
11.05.09 | 12:05 PM
Squeezing the Shorts: Late Earni...
By Jonas Elmerraji Posted on Nov. 4, 2009 For investors who seek out short-squeeze opportunities, there’s no time as important as earnings season. Earnings are one of...
11.04.09 | 15:18 PM
Cramer's Take on Headline Stocks...
more articles
By Stockpickr Staff Posted on Nov. 4, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is...
11.04.09 | 11:12 AM
General market Technical Analysi...
11.14.07 | 22:55 PM From author
ZA
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author
Trading Nymph
Wealth distribution by race and ...
11.23.08 | 18:44 PM From author
Valerie J
michaelarubin Portfolio 1
more forums
11.07.09 | 15:22 PM From author
michaelarubin
Q.
where can i get a list of past t...
11.07.09 | 14:17 PM Asked by
fine tune your disciplines
A. geez RB, i think we need to shut up
about taxes....if ya'll are wondering
why we have a deficit, go check out that
link.
Q.
Steel....playing catch up now. ...
03.24.09 | 11:34 AM Asked by
dgbkr
A. The only one I own : SLX,
too hard pick a winner out all of them
today 's lists
Analyst Upgrades
Analyst Upgrades for Nov. 2, 2009. Read more here. more
52-Week Highs
Here are some of the biggest stocks that made the 52-week high list on Nov. 2, 2009. more
TheStreet.com TV Videos
These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more
10/10/2007 19:07 PM CDT Asked by Sheaman
We are sitting on a huge mover.