Re: NEUBERGER BERMAN GENESIS TRUST
Not a bad active fund. A little style drift from the small caps getting bigger - now its closing in on the mid cap area. Assets are piling in which is always a concern for funds, especially in the small cap funds. Heavy bets on energy and health care have paid off thus far. 40% on small-mid seems like a lot, do you have allocation into other areas? You may have an aggressive approach and can handle it.
"These walls are kind of funny. First you hate 'em, then you get used to 'em. Enough time passes, gets so you depend on them"