Neuberger Berman Mid Cap Growth Fund Class R6 (NRMGX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NRMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NRMGX
NRMGX charges 0.58% annually. There are 18 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | NRMGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | NRMGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | NRMGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | NRMGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | NRMGX vs VMFGX |
Best Risk-Adjusted Alternatives to NRMGX
NRMGX has a PortfoliosLab risk / return rank of 6. There are 108 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | NRMGX vs NEEIX | |
| Needham Growth Fund | 92 | — | Jan 1996 | NRMGX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 31.20B | Aug 1995 | NRMGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | NRMGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | NRMGX vs POAGX |
Top Performing NRMGX Alternatives (YTD)
NRMGX is at 10.22% YTD. There are 69 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 62.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 62.40% | — | Dec 2016 | NRMGX vs NEEIX | |
| Needham Growth Fund | 62.10% | — | Jan 1996 | NRMGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 39.80% | — | Oct 2000 | NRMGX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 28.65% | — | Jul 2019 | NRMGX vs CTIGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 26.81% | 31.20B | Aug 1995 | NRMGX vs VHCOX |
Lowest Volatility Alternatives to NRMGX
NRMGX has 21.35% 1-year volatility. There are 130 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 11.08% | — | May 2021 | NRMGX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | NRMGX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.28% | — | May 2010 | NRMGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | NRMGX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.29% | — | — | NRMGX vs RIPIX |
Lowest Drawdown Alternatives to NRMGX
NRMGX has a 1-year max drawdown of -17.65%. There are 132 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | NRMGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | NRMGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | NRMGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | NRMGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | NRMGX vs SECUX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NBGNX, NML, NLSIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 10 | 9.80% | — | Sep 1988 | NRMGX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 21 | 18.43% | — | Mar 2013 | NRMGX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 23 | 1.89% | — | Dec 2011 | NRMGX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 38 | 0.56% | — | Jul 2003 | NRMGX vs NSTLX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 20 | 5.42% | — | Jun 1950 | NRMGX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 94 | 19.41% | — | Jan 1975 | NRMGX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 6 | 10.10% | — | Mar 1979 | NRMGX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 39 | 23.78% | — | May 2021 | NRMGX vs NBXG | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.83% | — | May 2010 | NRMGX vs NINLX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 10 | 9.90% | — | Jul 1999 | NRMGX vs NBGIX |
Often Compared With NRMGX
Investors most often compare NRMGX with SGFFX, KMKNX, NBSRX. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sparrow Growth Fund | Mid Cap Growth Equities | 11 | 1.94% | — | Oct 1998 | NRMGX vs SGFFX | |
| Kinetics Market Opportunities Fund No Load Class | Mid Cap Growth Equities | 2 | 6.77% | — | Jan 2006 | NRMGX vs KMKNX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 82 | 17.07% | — | Mar 1994 | NRMGX vs NBSRX | |
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 63 | 25.33% | — | Sep 2017 | NRMGX vs EEOFX | |
| Fidelity Extended Market Index Fund | Mid Cap Blend Equities | 46 | 15.56% | — | — | NRMGX vs FSMAX | |
| Kinetics Paradigm Fund | Mid Cap Growth Equities | 2 | 11.58% | — | Dec 1999 | NRMGX vs WWNPX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | Mid Cap Growth Equities | 3 | 21.51% | — | May 2007 | NRMGX vs LSHAX | |
| Invesco Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 46 | 26.57% | — | Nov 2000 | NRMGX vs OEGYX | |
| Vanguard 500 Index Fund Admiral Shares | S&P 500, Large Cap Blend Equities | 66 | 10.17% | 1.70T | Nov 2000 | NRMGX vs VFIAX |
Compare NRMGX with Any Fund or Stock
Compare NRMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NRMGX with funds that move differently
Neuberger Berman Mid Cap Growth Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NRMGX.
Explore NRMGX Diversifiers