Nasdaq - Delayed Quote USD

Neuberger Berman Sustainable Equity Inv (NBSRX)

44.24 -0.02 (-0.05%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.94%
5y Average Return 12.83%
Number of Years Up 21
Number of Years Down 8
Best 1Y Total Return (Apr 23, 2024) 38.20%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 38.20%
Worst 3Y Total Return 6.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NBSRX
Category
YTD
12.52%
14.84%
1-Month
3.42%
1.65%
3-Month
12.52%
7.55%
1-Year
34.54%
40.47%
3-Year
10.07%
16.77%
5-Year
14.00%
16.15%
10-Year
11.22%
13.21%
Last Bull Market
38.08%
24.09%
Last Bear Market
-16.04%
-17.61%

Annual Total Return (%) History

Year
NBSRX
Category
2024
--
--
2023
26.76%
--
2022
-18.61%
--
2021
23.43%
--
2020
19.38%
15.83%
2019
25.87%
28.78%
2018
-5.83%
-6.27%
2017
18.57%
20.44%

2016
10.10%
10.37%
2015
-0.41%
-1.07%
2014
10.50%
10.96%
2013
38.20%
31.50%
2012
10.95%
14.96%
2011
-2.90%
-1.27%
2010
22.79%
14.01%
2009
30.61%
28.17%
2008
-38.77%
-37.79%
2007
7.48%
6.16%
2006
14.44%
14.17%
2005
7.58%
5.88%
2004
13.57%
10.02%
2003
34.48%
27.05%
2002
-14.45%
-22.25%
2001
-2.57%
-13.50%
2000
-0.44%
-6.31%
1999
7.04%
20.16%
1998
15.01%
22.39%
1997
24.41%
28.37%
1996
18.50%
20.76%
1995
38.94%
32.35%
1994
--
-0.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.52% -- -- --
2023 6.02% 8.76% -3.23% 13.61%
2022 -5.89% -16.04% -5.13% 8.58%
2021 7.45% 5.57% -1.08% 10.01%
2020 -21.54% 19.28% 9.58% 16.42%
2019 11.81% 1.81% 2.42% 7.97%
2018 0.42% 3.66% 4.64% -13.54%
2017 6.63% 2.64% 2.68% 5.51%
2016 0.59% 0.74% 4.94% 3.54%
2015 1.62% -1.02% -6.47% 5.87%

2014 0.60% 4.25% 0.05% 5.30%
2013 15.15% 1.95% 7.54% 9.46%
2012 10.52% -6.36% 5.34% 1.77%
2011 6.91% -0.55% -17.50% 10.71%
2010 7.13% -7.15% 9.39% 12.85%
2009 -5.89% 15.32% 14.27% 5.32%
2008 -8.64% -0.58% -8.14% -26.61%
2007 1.05% 9.08% -0.49% -2.01%
2006 3.17% -1.88% 5.35% 7.31%
2005 -1.78% -0.05% 7.17% 2.25%
2004 1.27% 0.75% 0.35% 10.93%
2003 1.82% 14.03% 1.85% 13.73%
2002 1.33% -8.10% -17.08% 10.79%
2001 -7.36% 4.45% -11.25% 13.45%
2000 -1.27% -3.21% 2.76% 1.39%
1999 -0.80% 12.40% -9.91% 6.56%
1998 13.16% -2.03% -14.24% 20.98%
1997 -1.86% 15.54% 10.51% -0.71%
1996 4.37% 3.67% 2.12% 7.24%
1995 7.68% 9.16% 9.10% 8.34%
1994 0.75% 3.81% -1.73% --

Rank in Category (By Total Return)

YTD 11
1-Month 40
3-Month 11
1-Year 8
3-Year 54
5-Year 53

Load Adjusted Returns

1-Year 34.54%
3-Year 10.07%
5-Year 14.00%
10-Year 11.22%

Performance & Risk

YTD Return 9.94%
5y Average Return 12.83%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Neuberger Berman
Net Assets 1.52B
YTD Return 12.52%
Yield 0.21%
Morningstar Rating
Inception Date Nov 28, 2007

Fund Summary

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.

Related Tickers

BPTUX Baron Partners R6
142.91
+4.29%
 
BPTIX Baron Partners Institutional
142.94
+4.29%
 
BPTRX Baron Partners Retail
137.17
+4.29%
 
NEEGX Needham Growth Retail
65.02
0.00%
 
FSPTX Fidelity Select Technology
30.35
0.00%
 
MMECX Victory Integrity Discovery Fund
23.73
0.00%
 
MMEAX Victory Integrity Discovery Fund
39.11
0.00%
 
MMMMX Victory Integrity Discovery Fund
39.22
0.00%
 
CMTFX Columbia Global Technology Growth Inst
76.15
0.00%
 
CTYRX Columbia Global Technology Growth Adv
77.33
0.00%
 
CGTUX Columbia Global Technology Growth Inst3
78.41
0.00%
 
CTCAX Columbia Global Technology Growth A
72.10
0.00%
 
CTHRX Columbia Global Technology Growth Inst2
78.04
0.00%
 
VTSIX Vanguard Tax-Managed Small Cap I
86.26
+1.90%
 
VTMSX Vanguard Tax-Managed Small Cap Adm
86.06
+1.89%
 
SSYGX BNY Mellon Small Cap Gr Y
34.55
0.00%
 
DADGX Dunham Small Cap Growth A
15.90
0.00%
 
OSCYX Invesco Main Street Small Cap Y
21.35
0.00%
 
DNDGX Dunham Small Cap Growth N
17.35
0.00%
 
OSSIX Invesco Main Street Small Cap R6
21.44
0.00%
 
OSCAX Invesco Main Street Small Cap A
21.07
0.00%
 
OSCNX Invesco Main Street Small Cap R
20.50
0.00%
 
OSCCX Invesco Main Street Small Cap C
19.34
0.00%
 
SIVIX State Street Instl Small-Cap Equity Inv
17.28
0.00%
 
VFMFX Vanguard US Multifactor Admiral
39.31
0.00%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
52.65
+1.45%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
42.12
+1.45%
 
BDAFX Baron Durable Advantage Retail
24.07
0.00%
 
RGLDX American Funds Global Insight Fund
22.10
0.00%
 
AGVFX American Funds Global Insight A
22.14
0.00%
 
BDAIX Baron Durable Advantage Institutional
24.41
+0.04%
 
AASMX Thrivent Small Cap Stock A
21.96
0.00%
 
AGVDX American Funds Global Insight C
21.96
0.00%
 
CGVBX American Funds Global Insight 529-C
21.98
0.00%
 
CGVEX American Funds Global Insight 529-E
22.13
0.00%
 
CGVHX American Funds Global Insight 529-F-3
22.16
0.00%
 
RGLAX American Funds Global Insight Fund
22.16
0.00%
 
RGLHX American Funds Global Insight Fund
22.19
0.00%
 
RGLGX American Funds Global Insight Fund
22.24
0.00%
 
MRLSX AMG Renaissance Large Cap Growth I
18.02
0.00%
 
MISMX Matthews Emerging Markets Small Companies Fund
25.15
+1.33%
 
MSMLX Matthews EM Sm Coms Inv
25.17
+1.33%
 
MRLIX AMG Renaissance Large Cap Growth Z
17.66
0.00%
 
MRLTX AMG Renaissance Large Cap Growth N
17.76
0.00%
 
FITLX Fidelity U.S. Sustainability Index
22.73
0.00%
 
CMJAX Calvert US Mid Cap Core Rspnb Idx A
37.99
0.00%
 
FSKAX Fidelity Total Market Index
139.42
0.00%
 
JDEAX JPMorgan US Research Enhanced Equity A
39.11
0.00%
 
CMCRX Calvert US Mid Cap Core Rspnb Idx R6
38.32
0.00%
 
CMJIX Calvert US Mid Cap Core Rspnb Idx I
38.38
0.00%
 
OLVAX JPMorgan Large Cap Value A
20.11
0.00%
 
TPWCX TIAA-CREF Funds - TIAA-CREF Social Choice Low Carbon Equity Fund
21.00
0.00%
 
JDEUX JPMorgan US Research Enhanced Equity R6
39.59
0.00%
 
JDESX JPMorgan US Research Enhanced Equity I
39.65
0.00%
 
THGCX Thornburg International Equity Fund
21.85
0.00%
 
WMLIX Wilmington Large-Cap Strategy Instl
29.20
0.00%
 
JORNX Janus Henderson Global Select T
18.75
0.00%
 
OLVTX JPMorgan Large Cap Value R3
19.59
0.00%
 
HLQVX JPMorgan Large Cap Value I
19.65
0.00%
 
JORAX Janus Henderson Global Select A
18.85
0.00%
 
SPINX SEI S&P 500 Index A (SIIT)
21.35
0.00%
 
TGVAX Thornburg International Equity Fund
25.50
0.00%
 
JLVMX JPMorgan Large Cap Value R6
19.75
0.00%
 
VTCIX Vanguard Tax-Managed Capital App I
130.15
+1.23%
 
VTCLX Vanguard Tax-Managed Capital App Adm
261.96
+1.23%
 
OLVCX JPMorgan Large Cap Value C
18.99
0.00%
 
JLVZX JPMorgan Large Cap Value R2
19.88
0.00%
 
NSRKX Northern Global Sustainability Index Fund
21.57
0.00%
 
JLVRX JPMorgan Large Cap Value R5
19.92
0.00%
 
PDSIX PGIM Quant Solutions Large-Cap Index I
39.26
0.00%
 
OLVRX JPMorgan Large Cap Value R4
20.13
0.00%
 
NSGAX Columbia Select Large Cap Equity Fund
20.13
0.00%
 
THVRX Thornburg International Equity Fund
25.22
0.00%
 
FXAIX Fidelity 500 Index Fund
176.17
+0.02%
 
PSICX PGIM Quant Solutions Large-Cap Index C
37.95
0.00%
 
TGVRX Thornburg International Equity Fund
25.46
0.00%
 
UNAVX USA Mutuals All Seasons Institutional
26.59
0.00%
 
BESIX William Blair Emerg Mkts Sm Cp Gr I
20.67
+1.17%
 
MBXIX Catalyst/Millburn Hedge Strategy I
39.69
+1.17%
 
WESJX William Blair Emerg Mkts Sm Cp Gr R6
20.73
+1.17%
 
MBXFX Catalyst/Millburn Hedge Strategy C-1
38.03
+1.17%
 
MBXCX Catalyst/Millburn Hedge Strategy C
38.29
+1.16%
 
MBXAX Catalyst/Millburn Hedge Strategy A
39.39
+1.16%
 
JDMNX Janus Henderson Enterprise N
138.45
0.00%
 
JAENX Janus Henderson Enterprise T
134.32
0.00%
 
JDMAX Janus Henderson Enterprise A
129.08
0.00%
 
JMGRX Janus Henderson Enterprise I
137.29
0.00%
 
JGRTX Janus Henderson Enterprise S
127.65
0.00%
 
JDMRX Janus Henderson Enterprise R
119.80
0.00%
 
JGRCX Janus Henderson Enterprise C
109.24
0.00%
 
WESNX William Blair Emerg Mkts Sm Cp Gr N
20.34
+1.14%
 
FPBFX Fidelity Pacific Basin Fund
29.23
+1.14%
 
CNPSX Consumer Staples UltraSector ProFund Svc
62.28
+1.14%
 
CNPIX Consumer Staples UltraSector ProFund Inv
71.67
+1.13%
 
SSSFX SouthernSun Small Cap, N
26.93
0.00%
 
SSSIX SouthernSun Small Cap, I
27.94
0.00%
 
SRFMX Sarofim Equity
15.28
0.00%
 
CVMIX Calvert Emerging Markets Equity I
16.51
+1.04%
 
CVMCX Calvert Emerging Markets Equity C
15.74
+1.03%
 
TNBRX 1290 SmartBeta Equity Fund
17.22
+1.00%