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Genesis Fund

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Mutual Fund > Equity > Genesis Fund

Genesis Fund

Seeks to identify what we believe are attractively valued stocks of quality smaller cap companies with sustainable growth prospects

  • The Team defines quality as companies with the ability to generate significant free cash flow, above-average profitability supported by competitive barriers to entry, generally strong balance sheets, and less volatile / less economically sensitive businesses
  • 9 person team, 4 Portfolio managers have an average of 30 years industry experience, Co-Heads of Small Cap Team have been managing the Fund together since 1997

Pricing/Performance

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Product Characteristics

As of
For each retail mutual fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars and the bottom 10% receive one star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a retail mutual fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Ratings are ©2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Management Team

Judith Vale, CFA
Senior Portfolio Manager
40 Years of industry experience
27 Years with Neuberger Berman
Robert W. D'Alelio
Senior Portfolio Manager
41 Years of industry experience
23 Years with Neuberger Berman
Brett Reiner
Portfolio Manager
20 Years of industry experience
19 Years with Neuberger Berman
Gregory G. Spiegel
Portfolio Manager
25 Years of industry experience
7 Years with Neuberger Berman