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Neuberger Berman Sustainable Equity Inv (NBSRX)
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43.66 - YTD Return 12.52%
- Expense Ratio 0.70%
- Category Large Blend
- Last Cap Gain 43.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 1.52B
- Beta (5Y Monthly) 0.94
- Yield 0.21%
- 5y Average Return --
- Holdings Turnover 20.00%
- Last Dividend 0.10
- Inception Date Nov 28, 2007
The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the fund's quality oriented financial and ESG criteria. It seeks to reduce risk by investing across many different industries. The portfolio manager employs a fundamental research driven approach to stock selection and portfolio construction, with a focus on long term sustainability issues that, in the judgement of the portfolio manager, are financially material.
Neuberger Berman
Fund Family
Large Blend
Fund Category
1.52B
Net Assets
2007-11-28
Inception Date
Performance Overview: NBSRX
Trailing returns as of 4/18/2024. Category is Large Blend.
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Holdings: NBSRX
Top 10 Holdings (51.67% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorNBSRX
Technology 28.54%
Financial Services 21.90%
Healthcare 13.21%
Consumer Cyclical 12.33%
Industrials 8.92%
Communication Services 7.57%
Consumer Defensive 3.03%
Basic Materials 1.74%
Utilities 1.44%
Energy 1.32%
Real Estate 0.00%
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