NBMOX

Active

Neuberger Berman Small Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.27%
Annual Cost per $10K
$127.00
30-Year Fee Drag per $10K
$22,918
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+1.16%

Asset Allocation

US Equity
90%
Intl Equity
7%
Cash
3%

Fee Comparison

NBMOX
1.27%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

20% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+33.68%3Y
Compare to

Fee Impact Calculator

$
%
NBMOX at 1.27%$266,022
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$114,591
Cost vs index fund−$111,403

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
NBMOXNeuberger Berman Small Cap Growth Fund1.27%
JLGMXJPMorgan Large Cap Growth Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
CICEXInvestment Co of America0.85%
FBCCXFidelity Blue Chip Growth Fund0.97%
OIEFXJPMorgan Equity Income Fund0.95%
FOCKXFidelity OTC Portfolio1.05%
JMUEXJPMorgan U.S. Equity Fund0.94%
MFEGXMFS Growth Fund0.83%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
FRDPXFranklin Rising Dividends Fund0.83%
OAKMXOakmark Fund0.91%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
JVMAXDisciplined Value Mid Cap Fund0.74%
RPTIXT. Rowe Price Mid-Cap Growth Fund, Inc.0.63%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
FKDNXFranklin Dynatech Fund0.82%
PAFDXT. Rowe Price Equity Income Fund0.98%
CCIFXColumbia Seligman Technology and Information Fund0.91%
VAFAXInvesco American Franchise Fund0.93%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
JHQAXJPMorgan Hedged Equity Fund0.82%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
JGACXJPMorgan Growth Advantage Fund0.99%
GETGXVictory Sycamore Established Value Fund0.89%
FNITXFidelity Advisor New Insights Fund1.15%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
JSECXJPMorgan Small Cap Equity Fund1.24%
PRWAXT. Rowe Price All-Cap Opportunities Fund0.79%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
HDGTXTHE HARTFORD DIVIDEND AND GROWTH FUND0.73%
MEFAXMassMutual Mid Cap Growth Fund1.11%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
PBCJXBlue Chip Fund0.92%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
DAGVXBNY Mellon Dynamic Value Fund0.93%
JGAQXJPMorgan Value Advantage Fund0.99%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
PABVXMidCap Value Fund I1.19%
POLRXPolen Growth Fund1.22%
PGORXPutnam Large Cap Growth Fund0.93%
MSRRXMFS Research Fund1.02%
ASMMXInvesco Summit Fund1.23%
DDFIXInvesco Diversified Dividend Fund1.07%
CCASXCONESTOGA SMALL CAP FUND1.10%
LCMMXClearBridge Large Cap Growth Fund0.68%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
FAEGXFidelity Advisor Equity Growth Fund1.17%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
CSIEXCalvert Equity Fund0.90%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
SVFIXSmead Value Fund0.90%
SHAPXClearBridge Appreciation Fund0.91%
LMPFXClearBridge Growth Fund1.13%
JENIXThe Jensen Quality Growth Fund Inc1.26%
FCPVXFidelity Small Cap Value Fund1.20%
XFBRXVIP Mid Cap Portfolio0.82%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
MRERXMFS Core Equity Fund0.88%
PLVJXLargeCap Value Fund III0.94%
ESPAXAllspring Special Small Cap Value Fund1.17%
BSCUXBARON SMALL CAP FUND1.05%
BARUXBARON ASSET FUND1.04%
SGRAXAllspring Growth Fund1.15%
NLSIXNeuberger Berman Long Short Fund$1M min1.32%
TWHIXHeritage Fund1.00%
JGAVXJPMorgan U.S. Value Fund0.94%
JLCFXFundamental Large Cap Core Fund0.91%
FGRAXFranklin Growth Opportunities Fund0.94%
ITHTXTHE HARTFORD CAPITAL APPRECIATION FUND0.80%
AASRXAmerican Beacon Small Cap Value Fund0.77%
PCSMXSmallCap Growth Fund I1.44%
FRURXFranklin Utilities Fund1.06%
LGLFXLord Abbett Growth Leaders Fund0.65%
AQEAXColumbia Disciplined Core Fund0.94%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
LAFCXLORD ABBETT AFFILIATED FUND INC1.44%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
PARMXParnassus Mid Cap Fund0.95%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
BASAXBrown Advisory Small-Cap Growth Fund0.96%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
FGSFXFidelity Growth Strategies Fund0.98%
DLCZXDestinations Large Cap Equity Fund0.81%
FMILXFidelity New Millennium Fund0.76%
NDVAXMFS New Discovery Value Fund1.46%
ANODXSmall Cap Growth Fund0.79%
WGROXWasatch Core Growth Fund1.17%
FAMVXFAM VALUE FUND0.99%
CSMUXCarillon Scout Mid Cap Fund0.85%
CSGAXColumbia Seligman Global Technology Fund1.00%
FGSAXFederated Hermes MDT Mid Cap Growth Fund1.15%
JSCHXJPMorgan Small Cap Blend Fund1.24%
MSEGXGROWTH PORTFOLIO0.87%
MXMGXEmpower T. Rowe Price Mid Cap Growth Fund1.02%
AGRCXAB Growth Fund1.10%
LCBVXClearBridge Large Cap Value Fund1.40%

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