Neuberger Berman Mid Cap Growth Fund

Shareclass
Neuberger Berman Mid Cap Growth A (NMGAX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

43
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
21.9
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,982 out of 2,538 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
21/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
5/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
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. Service Corp International
    0.93% of assets
    $15.58M invested
  • 2. Yum Brands Inc
    1.07% of assets
    $17.97M invested
  • 3. Verisk Analytics Inc
    1.55% of assets
    $25.92M invested
  • 4. Tyler Technologies Inc
    1.01% of assets
    $16.89M invested
  • 5. Allstate Corp
    0.85% of assets
    $14.17M invested
  • 6. Cencora Inc
    4.69% of assets
    $78.38M invested
  • 7. Ingersoll Rand Inc
    0.69% of assets
    $11.48M invested
  • 8. Deckers Outdoor Corp
    1.31% of assets
    $21.97M invested
  • 9. NetApp Inc
    0.71% of assets
    $11.9M invested
  • 10. DoorDash Inc Ordinary Shares - Class A
    0.56% of assets
    $9.38M invested
Bottom scoring holdings
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. Chemed Corp
    0.57% of assets
    $9.5M invested
  • 2. Heico Corp
    2.32% of assets
    $38.8M invested
  • 3. Roblox Corp Ordinary Shares - Class A
    2.36% of assets
    $39.46M invested
  • 4. Strategy Class A
    0.73% of assets
    $12.29M invested
  • 5. Palantir Technologies Inc Ordinary Shares - Class A
    4.65% of assets
    $77.77M invested
  • 6. Waste Connections Inc
    0.79% of assets
    $13.16M invested
  • 7. Wingstop Inc
    0.61% of assets
    $10.15M invested
  • 8. Ryan Specialty Holdings Inc Class A
    1.11% of assets
    $18.53M invested
  • 9. Reddit Inc Class A Shares
    0.9% of assets
    $15.11M invested
  • 10. Fair Isaac Corp
    2.13% of assets
    $35.7M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on NMGAX at Morningstar.com
Gender Equality and Returns
Returns chart for Neuberger Berman Mid Cap Growth Fund
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.
Benchmarking tool
Current fund
NMGAX
Neuberger Berman Mid Cap Growth Fund
Family
Neuberger Berman
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.08% less  in annualized returns
Lower overall gender equality score 
12 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
NMGAX
Neuberger Berman Mid Cap Growth Fund
Family
Neuberger Berman
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.08% less  in annualized returns
Lower overall gender equality score 
12 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
NMGAX
Neuberger Berman Mid Cap Growth Fund
Family
Neuberger Berman
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.08% less  in annualized returns
Lower overall gender equality score 
12 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
NMGAX - Neuberger Berman Mid Cap Growth Fund
8.86%
8.1%
10%
9.21%
43  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
12%
12%
16%
12%
55  / 100 points
Fund compared to benchmark
 
-3.2%
-4.05%
-5.12%
-3.08%
12  / 100 points lower
Find more financial data on NMGAX at Morningstar.com
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