Neuberger Berman Mid Cap Growth Fund

Shareclass
Neuberger Berman Mid Cap Growth R3 (NMGRX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Neuberger Berman Mid Cap Growth Fund

FUND COVERAGE
# of holdings60
% of assets96%
Score
41 / 100
Rank

45.4 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #593 out of 1,085

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

21 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Hilton Worldwide Holdings Inc
         % of fund invested: 2.58%
         $USD invested: $54.78M
  • 2. Affirm Holdings Inc Ordinary Shares - Class A
         % of fund invested: 1.09%
         $USD invested: $23.15M
  • 3. Alnylam Pharmaceuticals Inc
         % of fund invested: 2.08%
         $USD invested: $44.25M
  • 4. Vistra Corp
         % of fund invested: 2.55%
         $USD invested: $54.05M
  • 5. Cloudflare Inc
         % of fund invested: 3.34%
         $USD invested: $70.9M
  • 6. DoorDash Inc Ordinary Shares - Class A
         % of fund invested: 1.21%
         $USD invested: $25.65M
  • 7. Waters Corp
         % of fund invested: 0.73%
         $USD invested: $15.59M
  • 8. Cencora Inc
         % of fund invested: 2.41%
         $USD invested: $51.09M
  • 9. DexCom Inc
         % of fund invested: 1.42%
         $USD invested: $30.24M
  • 10. Toast Inc Class A
         % of fund invested: 1.96%
         $USD invested: $41.64M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Astera Labs Inc
         % of fund invested: 1.41%
         $USD invested: $29.98M
  • 2. RadNet Inc
         % of fund invested: 0.35%
         $USD invested: $7.53M
  • 3. Carvana Co Class A
         % of fund invested: 2.59%
         $USD invested: $54.99M
  • 4. QXO Inc
         % of fund invested: 0.77%
         $USD invested: $16.34M
  • 5. Heico Corp
         % of fund invested: 1.39%
         $USD invested: $29.6M
  • 6. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 3.98%
         $USD invested: $84.44M
  • 7. Rocket Lab Corp
         % of fund invested: 0.67%
         $USD invested: $14.15M
  • 8. Vertiv Holdings Co Class A
         % of fund invested: 2.34%
         $USD invested: $49.59M
  • 9. Wingstop Inc
         % of fund invested: 0.89%
         $USD invested: $18.98M
  • 10. Reddit Inc Class A Shares
         % of fund invested: 1.71%
         $USD invested: $36.27M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Neuberger Berman Mid Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
1
$49.66M
2.34%
     Prisons high risk
1
$49.66M
2.34%
     Private prisons
0
$0
0%
Borders
1
$49.66M
2.34%
     Borders high risk
1
$49.66M
2.34%
Total
1
$49.66M
2.34%
Full fund results

Holdings — 1 flagged holdings

1.
Axon Enterprise Inc
Prisons
Borders
$49.66M
2.34%
Prisons
Borders :
$49.66M
2.34%
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