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Mid Cap Growth Fund

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Mid Cap Growth Fund

Mutual Funds | Equities

Mid Cap Growth Fund

YTD RETURN

0.00%

Overview
Research-driven approach that seeks to develop an investable edge around underappreciated growth opportunities

Why Invest

A Potential “Investing Sweet Spot”

We believe mid-caps offer an attractive risk/reward profile, combining the potential for accelerated growth with the stability typically afforded by more established businesses

Experienced Team with Highly Collaborative Co-Portfolio Management Approach

Specialized Co-PM structure leverages the team’s expertise and empowers the nimble decision-making for capitalizing on the inefficiencies and volatility of the mid growth universe

Focus On Developing an Investable Edge By “Surrounding” Target Investments

Intriguing business models and catalysts are vetted by a bottom-up approach focused on fundamental analysis, qualitative assessments and valuation appraisal

Performance and Exposure

Top 10 Holdings

As of 03/31/2025

Portfolio holdings are expressed as a percentage and are calculated by taking the market value of each holding and dividing it by the Fund's NAV. Portfolio holdings and other characteristics are current as of the date shown and are subject to change.

Portfolio Management Team
Chad Bruso, CFA
Senior Portfolio Manager
Chicago
Trevor Moreno, CFA
Senior Portfolio Manager
Chicago
Jennifer Blachford
Associate Portfolio Manager
New York
Chad Bruso, CFA, Senior Portfolio Manager
Chad Bruso, CFA, Managing Director, joined Neuberger Berman in 2006. A Senior Co-Portfolio Manager for the firm's mid- and small-cap growth strategies, Chad is also Co-Head of the Growth Equity team. Prior to joining the firm, he was a vice president and transportation analyst at Morgan Stanley. Chad began his career as a senior consultant at Arthur Andersen. He earned a Bachelor of Finance from the University of Illinois at Urbana-Champaign, and has been awarded the Chartered Financial Analyst designation.
Trevor Moreno, CFA, Senior Portfolio Manager

Trevor Moreno, CFA, Managing Director, joined the firm in 2014. Trevor is a Co-Head of the Growth Equity Team and a Senior Co- Portfolio Manager on our Small Cap Growth and Mid Cap Growth strategies. In addition, he has Team research responsibility for the Information Technology and Communication Services sectors. Prior to joining the firm, he held assistant portfolio manager and analyst positions at Wells Capital Management and Strong Capital Management before that. Trevor began his career in 2000 at Parker Hannifin Corporation as a staff accountant and a financial analyst. He earned a BS in Accounting and Finance, as well as an MBA from the Kelley School of Business at Indiana University and has been awarded the Chartered Financial Analyst designation.

Jennifer Blachford, Associate Portfolio Manager
Jennifer Blachford, Senior Vice President, joined the firm in 2019. She is an Associate Portfolio Manager on the Growth Equity Team and a Co- Portfolio Manager on our Small Cap Growth and Mid Cap Growth strategies. In addition, she has Team research responsibility for the Health Care sector. Prior to joining, Jennifer served in a variety of senior roles including Portfolio Manager at Arcoda Capital Management. Jennifer began her career in 1998 as an analyst at Suffolk Capital Management. She earned an AB from Princeton University.
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