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NBMRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$26.34
Change
+$0.34 (+1.31%)
Net Assets
55.72M

NBMRX Neuberger Berman M/C Intrinsic Val R6 Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are McKesson Corp (NYSE:MCK), Pure Storage (NYSE:PSTG), Dollar Tree (NASDAQ:DLTR).

Industry description

The investment seeks growth of capital. To pursue its goal, the fund normally invests at least 80% of its net assets in equity securities of mid-capitalization companies, which the adviser defines as those with a total market capitalization within the market capitalization range of the Russell Midcap® Value Index at the time of purchase. The fund's strategy consists of using a bottom-up, fundamental research driven approach to identify stocks of companies that are trading below the Portfolio Managers' estimate of their intrinsic value and that they believe have the potential for appreciation over time.

Market Cap

The average market capitalization across the Neuberger Berman M/C Intrinsic Val R6 MF is 19.9B. The market cap for tickers in the group ranges from 7.23B to 70.55B. MCK holds the highest valuation in this group at 70.55B. The lowest valued company is ALSN at 7.23B.

Volume

The average weekly volume growth across all stocks in the Neuberger Berman M/C Intrinsic Val R6 MF was 159%. For the same stocks of the MF, the average monthly volume growth was 143% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 69
P/E Growth Rating: 50
Price Growth Rating: 47
SMR Rating: 60
Profit Risk Rating: 36
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Neuberger Berman Equity Funds605 Third Ave 2nd FLNew York
Phone
N/A
Web
www.nb.com
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NBMRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NBMRX has been closely correlated with MVCAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if NBMRX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NBMRX
1D Price
Change %
NBMRX100%
+1.31%
MVCAX - NBMRX
94%
Closely correlated
+1.32%
JVMRX - NBMRX
90%
Closely correlated
+2.08%
VEVYX - NBMRX
87%
Closely correlated
+1.17%
JVMAX - NBMRX
60%
Loosely correlated
-9.55%
JVMSX - NBMRX
59%
Loosely correlated
+1.60%
More