NBSLX - Neuberger Berman Sustainable Equity Fund Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Neuberger Berman Sustainable Equity Fund Institutional Class

Neuberger Berman Equity Funds

605 Third Ave 2nd FL

New York, NY 10158-0006

Management Information
Ingrid S. Dyott,Lead Manager since December 18, 2003
Ingrid S. Dyott, Managing Director, joined the firm in 1997. She is Co-Portfolio Manager of the of the Core Equity and SRI strategies. Prior to joining the firm, she worked at the Council on Economic Priorities, a research firm specializing in corporate social and environmental analysis. Ingrid serves on the Board of the Arbor Brothers Foundation; a non-profit funding and supporting social entrepreneurs. Ingrid earned a BA from Bowdoin College and an MBA from Columbia University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyNeuberger Berman
Net Assets1.8B
YTD Return16.75%
Morningstar Rating★★★
Inception DateNov 27, 2007

Fund Operations

Last Dividend0.26
Last Cap Gain0.00
Holdings Turnover12.00%
Average for CategoryN/A

Fees & Expenses

ExpenseNBSLXCategory Average
Annual Report Expense Ratio (net)0.67%0.95%
Prospectus Net Expense Ratio0.67%N/A
Prospectus Gross Expense Ratio0.67%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.39%
3 Yr Expense Projection214N/A
5 Yr Expense Projection373N/A
10 Yr Expense Projection835N/A