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.
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