6 Investors Win 10-Year Performance Records
Neuberger Berman Genesis Fund (NBGIX), an $11 billion fund, is up 21% this year and has a 10-year annualized return of 11.4%. It has been managed by Judy Vale since 1994. She was joined by Bob D'Alelio in 1997. The fund targets undervalued growth companies with market capitalizations of less than $2 billion.
The fund's managers have, literally, a salt-of-the-earth investment approach as its second-largest stock, at 3% of the fund, is Compass Minerals (CMP), a miner of rock salt and magnesium chloride, used for road de-icing as well as in consumer and industrial applications. The company also mines sulfate of potash, used in fertilizer. There is growing demand for potash and a short supply, which has resulted in a wave of mergers and takeover battles in the industry. Shares are up 30% this year.
In the same vein, the fund has a 2.7% allocation to Church and Dwight (CHD), the world's leading producer of baking soda. Its shares are up 15% this year. Its products are sold under the Arm & Hammer brand, and its product line includes baking soda, toothpaste, cat litter and carpet cleaner. The fund's largest holding, at 3%, is Aptar (ATR), an international supplier of pumps, closures and aerosol valves to the personal care, fragrance/cosmetic, pharmaceutical, household, and food and beverage markets. Its shares are up 34% this year.Select the service that is right for you!
COMPARE ALL SERVICESAction Alerts PLUS
TRY IT FREEJim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
Product Features:
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Dividend Stock Advisor
TRY IT FREENew! $49.95/yr
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
Product Features:
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Stocks Under $10
TRY IT FREEDavid Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.
Product Features:
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts
- Weekly roundups
Real Money
TRY IT FREE24/7 market commentary from Jim Cramer and 20+ veteran Wall Street gurus. Get access to the latest trading ideas on stocks, options, and ETFs as well as a real-time forum to see the pros exchanging their investment ideas.
Product Features:
- Jim Cramer + 20 Wall Street pros
- Intraday commentary & news
- Real-time trading forum
- Actionable trade ideas
Real Money Pro
TRY IT FREEAll of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
Product Features:
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Options Profits
TRY IT FREEOur options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
Product Features:
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV