Neuberger Berman Sustainable Equity’s new portfolio manager is off to a good start, but caution is warranted as he settles in.
Neuberger Berman Sustainable Equity R3 NRARX
- NAV / 1-Day Return 43.57 / −0.27 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.320%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 20%
USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:15 PM GMT+0
Morningstar’s Analysis NRARX
Will NRARX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.07 | 137.7 Mil | Technology |
Amazon.com Inc | 8.24 | 125.0 Mil | Consumer Cyclical |
Alphabet Inc Class A | 7.34 | 111.3 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 4.89 | 74.2 Mil | Financial Services |
Mastercard Inc Class A | 4.76 | 72.2 Mil | Financial Services |
The Cigna Group | 4.09 | 62.1 Mil | Healthcare |
Applied Materials Inc | 3.68 | 55.8 Mil | Technology |
Interactive Brokers Group Inc Class A | 3.48 | 52.8 Mil | Financial Services |
GoDaddy Inc Class A | 3.07 | 46.7 Mil | Technology |
Progressive Corp | 3.05 | 46.3 Mil | Financial Services |