Neuberger Berman Genesis Fund Institutional Class (NBGIX)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Neuberger Berman Genesis Fund Institutional Class (NBGIX) with AI Score 46/100 (Weak). Neuberger Berman Genesis Fund Institutional Class (NBGIX) is a financial services company focused on asset management. Market cap: 0, Sector: Financial services.
Last analyzed: Mar 17, 2026Neuberger Berman Genesis Fund Institutional Class (NBGIX) Financial Services Profile
Neuberger Berman Genesis Fund Institutional Class (NBGIX) seeks capital appreciation by investing in small-cap companies, diversifying across sectors to mitigate risk. Benchmarked against the Russell 2000®, the fund offers exposure to growing businesses with a beta of 1.11, appealing to investors seeking growth within the financial services sector.
Investment Thesis
NBGIX presents a notable research candidate for institutional investors seeking exposure to the small-capitalization segment of the equity market. With a beta of 1.11, the fund offers slightly higher volatility compared to the market. The fund's strategy of investing in companies within the Russell 2000® Index range provides access to a diversified portfolio of potentially high-growth businesses. The primary value driver is the fund's ability to identify and capitalize on the growth potential of small-cap companies. A key catalyst for future growth is the continued expansion of the small-cap market segment. However, potential risks include market volatility and the inherent challenges of investing in smaller, less established companies. The fund's diversification strategy and active management aim to mitigate these risks and deliver long-term capital appreciation.
Based on FMP financials and quantitative analysis
Key Highlights
- The fund invests primarily in common stocks of small-capitalization companies, providing exposure to a potentially high-growth market segment.
- NBGIX diversifies across many companies and industries to reduce risk, mitigating the impact of individual stock performance.
- The fund's investment universe is defined by the market capitalization range of companies in the Russell 2000® Index at the time of initial purchase.
- With a beta of 1.11, NBGIX exhibits slightly higher volatility compared to the broader market, appealing to investors with a higher risk tolerance.
- The fund does not offer a dividend yield, focusing instead on capital appreciation as the primary source of investor returns.
Competitors & Peers
Strengths
- Diversified portfolio reduces risk.
- Experienced management team.
- Established brand reputation.
- Access to Neuberger Berman's research resources.
Weaknesses
- Performance is highly dependent on the small-cap market.
- May underperform during periods of market volatility.
- Management fees can impact overall returns.
- No dividend yield.
Catalysts
- Ongoing: Continued growth of the small-cap market segment.
- Ongoing: Adoption of advanced technologies to enhance investment processes.
- Ongoing: Integration of ESG factors into investment decisions.
- Ongoing: Potential for outperformance compared to the Russell 2000® Index through active management.
Risks
- Potential: Market volatility can negatively impact the fund's performance.
- Potential: Economic downturns can disproportionately affect small-cap companies.
- Ongoing: Competition from other asset managers offering similar strategies.
- Potential: Regulatory changes can impact the asset management industry.
- Ongoing: Dependence on the performance of the Russell 2000® Index.
Growth Opportunities
- Increased Allocation to Small-Cap Equities: As investors seek higher growth potential, an increased allocation to small-cap equities could drive demand for funds like NBGIX. The small-cap market offers the potential for outsized returns compared to large-cap stocks, attracting investors looking to enhance portfolio growth. This trend could lead to increased inflows into NBGIX, boosting its assets under management and overall performance. Timeline: Ongoing.
- Expansion of the Russell 2000® Index: The continued growth and diversification of the Russell 2000® Index, which serves as the fund's benchmark, presents a growth opportunity for NBGIX. As new and innovative companies are added to the index, NBGIX can benefit from exposure to these emerging businesses. This dynamic environment allows the fund to continuously refresh its portfolio and capture new growth opportunities. Timeline: Ongoing.
- Technological Advancements in Asset Management: The adoption of advanced technologies, such as artificial intelligence and machine learning, in asset management can enhance NBGIX's investment process. These technologies can improve stock selection, risk management, and portfolio optimization, leading to better performance and increased investor confidence. Embracing technological innovation can provide NBGIX with a competitive edge in the asset management industry. Timeline: Ongoing.
- Rising Interest in ESG Investing: The growing interest in environmental, social, and governance (ESG) investing presents an opportunity for NBGIX to attract socially conscious investors. By incorporating ESG factors into its investment process, NBGIX can align its portfolio with the values of investors who prioritize sustainability and responsible corporate behavior. This can lead to increased inflows and enhanced brand reputation. Timeline: Ongoing.
- Increased Demand for Active Management: In an era of passive investing, there is still a significant demand for active management strategies that can outperform market benchmarks. NBGIX's active management approach, focused on identifying and capitalizing on the growth potential of small-cap companies, can attract investors who believe in the value of skilled portfolio management. Demonstrating consistent outperformance can drive demand for NBGIX and its investment expertise. Timeline: Ongoing.
Opportunities
- Increased allocation to small-cap equities by investors.
- Expansion of the Russell 2000® Index.
- Adoption of advanced technologies in asset management.
- Rising interest in ESG investing.
Threats
- Economic downturns can negatively impact small-cap companies.
- Increased competition from other asset managers.
- Regulatory changes can impact the asset management industry.
- Market volatility can lead to investor redemptions.
Competitive Advantages
- Established Brand Reputation: Neuberger Berman has a long-standing reputation in the asset management industry, providing NBGIX with a competitive advantage.
- Experienced Management Team: The fund is managed by a team of experienced investment professionals with expertise in small-cap equities.
- Diversified Portfolio: NBGIX's diversified portfolio reduces risk and enhances its ability to generate consistent returns.
- Access to Research and Resources: NBGIX benefits from Neuberger Berman's extensive research capabilities and resources.
About NBGIX
Neuberger Berman Genesis Fund Institutional Class (NBGIX) is an actively managed fund focused on achieving long-term capital appreciation. The fund's strategy revolves around investing primarily in the common stocks of small-capitalization companies. These are defined as companies having a total market capitalization within the range of the Russell 2000® Index at the time of the initial investment. The fund may continue to hold or add to a position even if the company's market capitalization moves outside this range. The fund aims to mitigate risk through broad diversification across a multitude of companies and industries. This approach allows the fund to participate in the growth potential of various sectors while reducing the impact of any single investment's performance on the overall portfolio. NBGIX offers investors access to a diversified portfolio of small-cap stocks, managed by experienced professionals, with the goal of achieving long-term capital growth. The fund is part of the Neuberger Berman family of funds, a well-established asset manager with a long history in the investment management industry. NBGIX is designed for institutional investors seeking exposure to the small-cap market segment.
What They Do
- Invests primarily in common stocks of small-capitalization companies.
- Seeks long-term growth of capital.
- Diversifies investments across various companies and industries to mitigate risk.
- Benchmarks its investments against the Russell 2000® Index.
- Actively manages its portfolio to identify and capitalize on growth opportunities.
- Offers institutional investors access to a diversified small-cap equity portfolio.
Business Model
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- Aims to outperform its benchmark, the Russell 2000® Index, to attract and retain investors.
- Utilizes a team of investment professionals to conduct research and make investment decisions.
- Distributes its fund through various channels, including institutional sales and partnerships.
Industry Context
NBGIX operates within the asset management industry, a sector characterized by intense competition and evolving market dynamics. The fund focuses specifically on small-capitalization equities, a segment that offers the potential for high growth but also carries higher risk. The asset management industry is influenced by macroeconomic trends, investor sentiment, and regulatory changes. NBGIX competes with other asset managers offering similar small-cap investment strategies, including HSWYX, MGRAX, MGRDX, NBGEX, and NBGNX. The fund's performance is closely tied to the performance of the Russell 2000® Index and the overall health of the small-cap market.
Key Customers
- Institutional investors, such as pension funds, endowments, and foundations.
- High-net-worth individuals seeking access to small-cap equity investments.
- Financial advisors who recommend NBGIX to their clients.
- Corporations looking to invest their excess cash in a diversified portfolio.
Financials
Chart & Info
Neuberger Berman Genesis Fund Institutional Class (NBGIX) stock price: Price data unavailable
Latest News
No recent news available for NBGIX.
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for NBGIX.
Price Targets
Wall Street price target analysis for NBGIX.
MoonshotScore
What does this score mean?
The MoonshotScore rates NBGIX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Common Questions About NBGIX
What does Neuberger Berman Genesis Fund Institutional Class do?
Neuberger Berman Genesis Fund Institutional Class (NBGIX) is a mutual fund that seeks to achieve long-term capital appreciation by investing primarily in the common stocks of small-capitalization companies. The fund's investment strategy involves diversifying across a wide range of companies and industries to reduce risk. NBGIX aims to identify and capitalize on the growth potential of small-cap companies, providing institutional investors with access to this market segment. The fund is benchmarked against the Russell 2000® Index, reflecting its focus on small-cap equities.
What do analysts say about NBGIX stock?
AI analysis is pending for NBGIX. Generally, analysts evaluate mutual funds based on factors such as historical performance, expense ratios, management team experience, and investment strategy. Key valuation metrics for mutual funds include net asset value (NAV) and total return. Growth considerations typically involve the fund's ability to attract and retain assets under management, as well as its consistency in delivering competitive returns relative to its benchmark and peers. Analyst ratings and reports are not available at this time.
What are the main risks for NBGIX?
The main risks for NBGIX are inherent to investing in small-capitalization companies. These include market volatility, economic downturns, and liquidity constraints. Small-cap companies are generally more sensitive to economic fluctuations and may experience greater price swings than larger, more established companies. Additionally, the fund faces competition from other asset managers offering similar strategies. Regulatory changes and shifts in investor sentiment can also impact the fund's performance. The fund's reliance on the Russell 2000® Index as a benchmark exposes it to the risks associated with that index.
What are the key factors to evaluate for NBGIX?
Neuberger Berman Genesis Fund Institutional Class (NBGIX) currently holds an AI score of 46/100, indicating low score. Key strength: Diversified portfolio reduces risk.. Primary risk to monitor: Potential: Market volatility can negatively impact the fund's performance.. This is not financial advice.
How frequently does NBGIX data refresh on this page?
NBGIX prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven NBGIX's recent stock price performance?
Recent price movement in Neuberger Berman Genesis Fund Institutional Class (NBGIX) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Diversified portfolio reduces risk.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider NBGIX overvalued or undervalued right now?
Determining whether Neuberger Berman Genesis Fund Institutional Class (NBGIX) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying NBGIX?
Before investing in Neuberger Berman Genesis Fund Institutional Class (NBGIX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.
- AI analysis is pending for NBGIX, and further insights may be available in the future.