Neuberger Berman Genesis Fund
Shareclass
Neuberger Berman Genesis Tr (NBGEX)
Type
Open-end mutual fund
Manager
Gender equality score
37
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,496 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Neuberger Berman Genesis Fund NBGEX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Tyler Technologies Inc1.28% of assets$131.42M invested
- 2. Idacorp Inc0.65% of assets$66.31M invested
- 3. AptarGroup Inc1.13% of assets$115.99M invested
- 4. Novanta Inc0.7% of assets$71.94M invested
- 5. Valvoline Inc0.21% of assets$21.31M invested
- 6. Nordson Corp0.45% of assets$46.43M invested
- 7. FTI Consulting Inc0.76% of assets$78.51M invested
- 8. Watsco Inc Ordinary Shares1.32% of assets$135.9M invested
- 9. Badger Meter Inc0.14% of assets$14.23M invested
- 10. Crane Co0.68% of assets$69.74M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. RBC Bearings Inc1.82% of assets$186.95M invested
- 2. Viper Energy Inc Ordinary Shares - Class A0.67% of assets$68.92M invested
- 3. Chemed Corp1.57% of assets$161.05M invested
- 4. Tidewater Inc0.96% of assets$98.97M invested
- 5. United Community Banks Inc0.85% of assets$87.73M invested
- 6. Rollins Inc0.76% of assets$77.91M invested
- 7. Houlihan Lokey Inc Class A1.02% of assets$105.19M invested
- 8. Community Financial System Inc1.22% of assets$124.92M invested
- 9. UFP Technologies Inc0.69% of assets$70.44M invested
- 10. First Financial Bankshares Inc0.66% of assets$68.11M invested
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Financial performance
Performance data provided by
Find more financial data on NBGEX at Morningstar.com
Find more financial data on NBGEX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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