Neuberger Berman Competition

NRGSX Fund

USD 73.45 0.20 0.27%

Neuberger Berman Genesis competes with Neuberger Berman, Neuberger Berman, Neuberger Berman, Neuberger Berman, and Neuberger Berman; as well as few others. The fund is listed under Small Growth category and is part of Neuberger Berman family. Analyzing Neuberger Berman competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Neuberger Berman to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Neuberger Berman Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Neuberger Berman competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Neuberger Berman's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
72.36	73.45	74.54

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Intrinsic

Valuation

Low	Real	High
65.38	66.47	80.80

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Naive

Forecast

Low	Next	High
72.29	73.38	74.47

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Bollinger

Band Projection (param)

Lower	Middle Band	Upper
71.49	72.86	74.22

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Neuberger Berman Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Neuberger Berman and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Neuberger and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Neuberger Berman Genesis does not affect the price movement of the other competitor.

	NPNEX	NPNCX	NPNAX	NPNRX	NPRTX	NHS	NRACX	NRABX	NRARX	NRAAX
NPNEX		0.91	0.91	0.91	0.91	-0.22	0.77	0.7	0.77	0.77	NPNEX
NPNCX	0.91		1.0	1.0	1.0	-0.2	0.8	0.72	0.8	0.8	NPNCX
NPNAX	0.91	1.0		1.0	1.0	-0.22	0.81	0.72	0.81	0.81	NPNAX
NPNRX	0.91	1.0	1.0		1.0	-0.21	0.81	0.72	0.81	0.81	NPNRX
NPRTX	0.91	1.0	1.0	1.0		-0.22	0.81	0.72	0.81	0.81	NPRTX
NHS	-0.22	-0.2	-0.22	-0.21	-0.22		-0.49	0.17	-0.49	-0.5	NHS
NRACX	0.77	0.8	0.81	0.81	0.81	-0.49		0.57	1.0	1.0	NRACX
NRABX	0.7	0.72	0.72	0.72	0.72	0.17	0.57		0.57	0.57	NRABX
NRARX	0.77	0.8	0.81	0.81	0.81	-0.49	1.0	0.57		1.0	NRARX
NRAAX	0.77	0.8	0.81	0.81	0.81	-0.5	1.0	0.57	1.0		NRAAX
	NPNEX	NPNCX	NPNAX	NPNRX	NPRTX	NHS	NRACX	NRABX	NRARX	NRAAX

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High positive correlations

NPNAX	+ 1.0	NPNCX
NPNRX	+ 1.0	NPNCX
NPRTX	+ 1.0	NPNCX
NPNRX	+ 1.0	NPNAX
NPRTX	+ 1.0	NPNAX
NPRTX	+ 1.0	NPNRX

High negative correlations

NRAAX	- 0.5	NHS
NRARX	- 0.49	NHS
NRACX	- 0.49	NHS
NHS	- 0.22	NPRTX
NHS	- 0.22	NPNAX
NHS	- 0.22	NPNEX

Risk-Adjusted Indicators

There is a big difference between Neuberger Mutual Fund performing well and Neuberger Berman Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Neuberger Berman's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
NPNEX	0.48	0.05	(0.09)	2.29	0.44	(0.53)	1.07	(0.76)	2.69
NPNCX	0.48	(0.04)	(0.14)	0.04	0.48	(0.53)	1.06	(0.75)	2.70
NPNAX	0.48	(0.04)	(0.13)	0.05	0.48	(0.52)	1.05	(0.77)	2.71
NPNRX	0.48	(0.04)	(0.14)	0.05	0.48	(0.52)	1.05	(0.77)	2.70
NPRTX	0.48	(0.04)	(0.13)	0.05	0.47	(0.52)	1.05	(0.75)	2.71
NHS	0.71	(0.04)	0.00	(0.18)	0.00	0.00	1.48	(1.60)	6.93
NRACX	0.54	0.00	(0.01)	0.10	0.59	(0.61)	0.94	(1.39)	4.83
NRABX	0.22	(0.02)	(0.36)	0.03	0.21	(0.26)	0.33	(0.41)	1.24
NRARX	0.53	0.00	(0.01)	0.11	0.57	(0.61)	0.93	(1.38)	4.83
NRAAX	0.53	0.00	(0.01)	0.11	0.56	(0.61)	0.94	(1.38)	4.82

Unable to evaluate fundamental data of [NPNEX, NPNCX, NPNAX, NPNRX, NPRTX, NHS, NRACX, NRABX, NRARX, NRAAX] at this time. Please try again later

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Neuberger Berman Competitive Analysis

The better you understand Neuberger Berman competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Neuberger Berman's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Neuberger Berman's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	NRGSX	NPNEX	NPNCX	NPNAX	NPNRX	NPRTX	NHS	NRACX	NRABX	NRARX
	0.27 73.45 Neuberger	0.04 48.84 Neuberger	0.60 48.32 Neuberger	0.59 48.58 Neuberger	0.04 48.29 Neuberger	0.04 48.57 Neuberger	0.25 7.87 Neuberger	0.06 49.81 Neuberger	0.08 12.17 Neuberger	0.47 51.82 Neuberger
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	OK	OK	OK	OK	OK	Very Weak	Good	OK	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Below Average	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Cautious Hold	Strong Hold	Hold	Strong Hold
Net Asset	11.08 B	10.89 B	12.68 B	12.68 B	1.45 B	12.68 B	32.7 M	1.35 B	259.51 M	2.39 B
Price To Book	3.51	N/A	1.51	1.53	1.51	1.51	0.75	2.84	1.87	2.84
Five Year Return	11.29	N/A	10.76	11.58	11.2	11.83	1.62	14.24	3.99	14.81
One Year Return	32.11	N/A	19.13	20.03	21.22	20.28	14.76	34.52	4.92	35.18
Last Dividend Paid	0.08	N/A	0.01	0.4	0.33	0.49	1.09	N/A	0.2	0.07
Price To Earning	24.52	N/A	16.25	16.24	16.25	16.25	57.1	3.32	18.4	3.34
Beta	N/A	N/A	N/A	N/A	N/A	N/A	0.93	N/A	N/A	N/A
Price To Sales	2.1	N/A	1.82	1.53	1.82	1.82	8.55	1.23	1.29	1.23
Cash Position Weight	1.58	N/A	5.39	5.39	5.39	5.39	N/A	1.88	42.75	1.88
Equity Positions Weight	98.42	N/A	94.62	94.62	94.62	94.62	N/A	98.12	32.67	98.12
Three Year Return	5.17	N/A	5.33	6.1	4.43	6.34	-1.6	10.78	3.56	11.33
Annual Yield	0.0025	0.0281	0.0123	0.019	0.0184	0.0215	0.0095	N/A	0.01	N/A
Year To Date Return	20.81	N/A	17.25	18.04	17.81	18.3	9.73	28.16	3.58	28.77
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	-0.07	N/A
Ten Year Return	11.87	N/A	8.12	8.92	8.64	9.17	N/A	9.75	N/A	10.31
Day Typical Price	73.45	48.84	48.32	48.58	48.29	48.57	7.87	49.81	12.17	51.82
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	N/A	1237.81	N/A	N/A	N/A
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(0.33)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T
Period Momentum Indicator	(0.20)	(0.02)	(0.29)	(0.29)	(0.02)	(0.02)	(0.02)	(0.03)	(0.01)	0.24
Rate Of Daily Change	1.0	1.0	0.99	0.99	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	73.45	48.84	48.32	48.58	48.29	48.57	7.87	49.81	12.17	51.82
Price Action Indicator	(0.10)	(0.01)	(0.14)	(0.14)	(0.01)	(0.01)	(0.01)	(0.01)	(0.01)	0.12
Relative Strength Index	55.31	50.3	49.6	49.86	49.77	50.01	33.04	59.11	43.85	59.23
Coefficient Of Variation	926.17	902.58	1539.95	1428.4	1466.22	1405.59	(7,101)	746.44	1759.02	730.67
Mean Deviation	0.8231	0.4807	0.478	0.4792	0.4785	0.4786	0.7133	0.5359	0.2215	0.5343
Jensen Alpha	(0.02)	0.0535	(0.04)	(0.04)	(0.04)	(0.04)	(0.04)	0.0012	(0.02)	0.0033
Total Risk Alpha	(0.04)	(0.02)	(0.05)	(0.05)	(0.05)	(0.05)	(0.16)	(0.01)	(0.03)	(0.01)
Sortino Ratio	0.0113	(0.09)	(0.14)	(0.13)	(0.14)	(0.13)	N/A	(0.01)	(0.36)	(0.01)
Downside Variance	1.06	0.282	0.2885	0.2873	0.2897	0.2852	N/A	0.5459	0.0759	0.5604
Standard Deviation	1.16	0.5956	0.5937	0.5936	0.5937	0.5929	1.0	0.7758	0.2705	0.7745
Kurtosis	5.2	0.1791	0.3432	0.2991	0.2738	0.3101	3.44	4.77	(0.39)	4.82
Potential Upside	1.8	1.07	1.06	1.05	1.05	1.05	1.48	0.9394	0.3333	0.9282
Treynor Ratio	0.0852	2.29	0.0429	0.0474	0.0459	0.0484	(0.18)	0.1047	0.0251	0.1071
Maximum Drawdown	6.49	2.69	2.7	2.71	2.7	2.71	6.93	4.83	1.24	4.83
Variance	1.34	0.3548	0.3525	0.3523	0.3525	0.3516	1.0	0.6019	0.0731	0.5998
Market Risk Adjusted Performance	0.0952	2.3	0.0529	0.0574	0.0559	0.0584	(0.17)	0.1147	0.0351	0.1171
Risk Adjusted Performance	0.0858	0.0817	0.0467	0.0506	0.0492	0.0514	(0.01)	0.1024	0.0252	0.1046
Skewness	1.02	0.4196	0.4993	0.4833	0.4702	0.4904	(0.41)	0.6991	0.2069	0.7161
Semi Deviation	0.8801	0.4431	0.481	0.4765	0.4801	0.4738	N/A	0.5948	0.2067	0.566
Information Ratio	0.0101	(0.08)	(0.13)	(0.12)	(0.12)	(0.12)	(0.13)	(0.01)	(0.36)	(0.01)
Value At Risk	(1.30)	(0.76)	(0.75)	(0.77)	(0.77)	(0.75)	(1.60)	(1.39)	(0.41)	(1.38)
Expected Short fall	(0.87)	(0.53)	(0.53)	(0.52)	(0.52)	(0.52)	N/A	(0.61)	(0.26)	(0.61)
Downside Deviation	1.03	0.5311	0.5372	0.536	0.5383	0.5341	N/A	0.7388	0.2755	0.7486
Semi Variance	0.7746	0.1964	0.2313	0.2271	0.2305	0.2245	N/A	0.3538	0.0427	0.3204

Neuberger Berman Competition Performance Charts

Five steps to successful analysis of Neuberger Berman Competition

Neuberger Berman's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Neuberger Berman Genesis in relation to its competition. Neuberger Berman's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Neuberger Berman in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Neuberger Berman's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Neuberger Berman Genesis, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Neuberger Berman financial ratios help investors to determine whether Neuberger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Neuberger with respect to the benefits of owning Neuberger Berman security.

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Neuberger Berman Competition

Specify up to 10 symbols:

Neuberger Berman Competition Correlation Matrix

Risk-Adjusted Indicators

Neuberger Berman Competitive Analysis

Neuberger Berman Competition Performance Charts

Five steps to successful analysis of Neuberger Berman Competition

Complement your Neuberger Berman position

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