FOR INVESTMENT PROFESSIONAL, BROKER-DEALER AND INSTITUTIONAL USE ONLY. NOT FOR USE BY OR DISTRIBUTION TO THE GENERAL PUBLIC.
An investor should consider Neuberger Berman Genesis Fund’s investment objectives, risks and fees and expenses carefully before investing. This and other important information can be found in the Fund‘s prospectus and, if available, summary prospectus, which can be obtained by calling 877.628.2583. Please read the prospectus and, if available, summary prospectus carefully before making an investment. The prospectus contains a more complete discussion of the risks of investing in the Fund.
This material is intended as a broad overview of the portfolio managers’ style, philosophy and process and is subject to change without notice. The portfolio managers’ views may differ from those of other portfolio managers as well as the views of Neuberger Berman.
Most of the Fund’s performance depends on what happens in the stock market. The market’s behavior is unpredictable, particularly in the short term. There can be no guarantee that the Fund will achieve its goal. Recent events in the U.S. and global economies have resulted, and may continue to result, in an unusually high degree of volatility in the financial markets and in the net asset values of many mutual funds, including to some extent of the Fund.
Market Volatility: Markets may be volatile and can decline significantly in response to adverse issuer, political, regulatory, market or economic developments. To the extent that the Fund sells stocks before they reach their market peak, it may miss out on opportunities for higher performance.
Issuer-Specific Risk: The value of an individual security or particular type of security can be more volatile than the market as a whole and can perform differently from the value of the market as a whole.
Sector Risk: To the extent the Fund invests more heavily in particular sectors, its performance will be especially sensitive to developments that significantly affect those sectors. Individual sectors may move up and down more than the broader market. The several industries that constitute a sector may all react in the same way to economic, political or regulatory events.
Small- and Mid-Cap Stock Risk: The stocks of small- and mid-cap companies are often more volatile and less liquid than the stocks of larger companies and may be more affected than other types of stocks by the underperformance of a sector or during market downturns. Compared to larger companies, small- and mid-cap companies may have a shorter history of operations, and may have limited product lines, markets or financial resources.
Value Stock Risk: Value stocks may remain undervalued during a given period or may not ever realize their full value. This may happen, among other reasons, because of a failure to anticipate which stocks or industries would benefit from changing market or economic conditions.
The Russell 2000® Index is an unmanaged index consisting of the securities of the 2,000 issuers having the smallest capitalization in the Russell 3000® Index, representing approximately 10% of Russell 3000 total market capitalization. The index is market cap-weighted and includes only common stocks incorporated in the U.S. and its territories.
The S&P 500 Index is widely regarded as the standard for measuring large-cap U.S. stock market performance and includes a representative sample of leading companies in leading industries. Please note that indices do not take into account any fees and expenses of investing in the individual securities that they track and that individuals cannot invest directly in any index. The Fund may invest in securities not included in the above-described indices.
Past performance is no guarantee of future results.
This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. The views expressed in this material are as of the date hereof and subject to change without notice and do not constitute investment advice or recommendations by the portfolio management or Neuberger Berman.
The “Neuberger Berman” name and logo and “Neuberger Berman Investment Advisers LLC” name are registered service marks of Neuberger Berman Group LLC. The individual fund names in this piece are either service marks or registered service marks of Neuberger Berman Investment Advisers LLC, an affiliate of Neuberger Berman BD LLC, distributor, member FINRA.
©2017 Neuberger Berman BD LLC. All rights reserved.
