Neuberger Berman Genesis Fund

Scorecard
4 / 5 Stars
Lipper
3 1 5 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

The fund is overweight in healthcare companies with nearly twice the allocation of similar funds. As of Sept. 30, 2010, about 55 percent of its holdings were considered mid-cap stocks. Much of the rest of its portfolio consisted of newer additions of small-cap stocks. The fund did not own any media or telecom companies in the third quarter of 2010.

Asset Allocation

% Long % Net
Cash 3.58 3.58
Stocks 88.88 88.88
Bonds 0.0 0.0
Other 0.12 0.12
Foreign Bonds 0.0 0.0
Foreign Stocks 7.42 7.42
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Westinghouse Air Brake Technologies Corp WAB 11.12 2.29
Church & Dwight Company, Inc. CHD 6.82 2.21
AptarGroup, Inc. ATR 0.34 1.92
Polaris Industries Inc PII -8.45 1.7
Compass Minerals International Inc CMP 20.81 1.62
Sensient Technologies Corp SXT 16.9 1.57
Clarcor Inc CLC -2.6 1.53
Oceaneering International OII -0.33 1.43
Carbo Ceramics Inc CRR 29.43 1.4
FEI Co FEIC 3.11 1.4

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