NBSRX : Neuberger Berman Sustainable Equity Fund Investor Class

NBSRX is a US Stocks Market Large Blend with MODERATE fees.

NBSRX

Neuberger Berman Sustainable Equity Fund Investor Class

FI Score

52 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

52% FI Score
  • nbsrx
  • Mutual Fund
  • US Stocks
  • Large Blend

Neuberger Berman Sustainable Equity Fund Investor Class

Expenses: 0.86% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's environmental, social and governance (ESG) criteria. 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 managers employ a research driven and valuation sensitive approach to stock selection, with a focus on long term sustainability.

Largest Holdings

Amount Holding
5.46% Microsoft Corp
4.01% Texas Instruments Inc
3.90% Cigna Corp
3.80% Alphabet Inc A
3.62% Comcast Corp Class A
3.56% Becton, Dickinson and Co
3.51% Roche Holding AG Dividend Right Cert.
3.32% Progressive Corp
3.29% Medtronic PLC
3.19% Unilever NV ADR
3.13% Mastercard Inc A
3.10% Danaher Corp
3.04% Vestas Wind Systems A/S
2.99% JPMorgan Chase & Co
2.73% Stanley Black & Decker Inc
2.68% Arista Networks Inc
2.66% Zebra Technologies Corp
2.56% AmerisourceBergen Corp
2.42% Sherwin-Williams Co
2.39% United Rentals Inc
2.38% Regeneron Pharmaceuticals Inc
2.33% National Grid PLC
2.25% Compass Group PLC
2.20% W.W. Grainger Inc
2.18% Intuit Inc

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