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Neuberger Berman Mid Cap Growth Fd Trust Cl: (MF: NBMTX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$18.69 USD
-0.33 (-1.74%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.14 | 8 |
| 3 months | 20.92 | 6 |
| 6 months | 10.14 | 8 |
| 1 Year | 21.77 | 8 |
| 3 Year | 18.46 | 39 |
| 5 Year | 11.24 | 78 |
| 10 Year | 10.60 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 156.11 |
| Bear Market (10/07 - 2/09) | -47.94 |
| Bull Market (2/09 - 3/21) | 809.82 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 21.77 |
| 5 Year | 11.24 |
| 10 Year | 10.61 |
| Since Inception | 9.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.90 | 20.92 | NA | NA |
| 2024 | 14.88 | -2.27 | 4.71 | 5.57 |
| 2023 | 7.90 | 5.12 | -6.42 | 11.29 |
| 2022 | -12.72 | -20.72 | 0.30 | 2.61 |
| 2021 | 2.26 | 7.57 | 0.12 | 2.75 |
| 2020 | -18.30 | 30.21 | 9.59 | 19.43 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.14 | 24.12 | 18.12 | -28.79 | 13.17 | 39.24 | 33.49 | -6.05 | 25.28 | 4.69 | 1.32 |
| % Total Return Rel to Index | 3.94 | -0.89 | -8.11 | -10.58 | -15.50 | 20.83 | 2.00 | -1.66 | 3.48 | -7.24 | -0.06 |
| % Total Return Rel to Peer | 5.00 | 4.73 | -4.87 | -9.09 | -8.88 | 19.32 | 5.06 | 0.80 | 4.60 | -3.12 | 2.92 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 5.00 | 1.00 | 2.00 | 3.00 | 2.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.67 | 0.48 | 0.64 | 3.13 | 1.89 | 0.84 | 1.44 | 1.31 | 0.35 | 0.65 |
| Expense Ratio | 0.93 | 0.94 | 0.95 | 0.93 | 0.92 | 0.94 | 0.95 | 0.95 | 0.97 | 0.98 | 0.99 |
* 1 = Top 20%, 5 = Bottom 20%