NBSTX : Neuberger Berman Sustainable Equity Fund Trust Class

NBSTX is a US Stocks Market Large Blend with HIGH fees.

NBSTX

Neuberger Berman Sustainable Equity Fund Trust Class

FI Score

46 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

46% FI Score
  • nbstx
  • Mutual Fund
  • US Stocks
  • Large Blend

Neuberger Berman Sustainable Equity Fund Trust Class

Expenses: 1.03% (Better than 0% of similar funds)

This is a bad 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

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo