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Neuberger Berman Sustainable Equity I NBSLX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 38.90  /  0.10 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.18%
  • Turnover 14%

Morningstar’s Analysis NBSLX

Will NBSLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This fund's new manager will need to prove himself.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Neuberger Berman Sustainable Equity’s new portfolio manager has started to make his mark, but it remains to be seen how effective he can be over the long run. The fund still earns a Morningstar Analyst Rating of Neutral for all share classes.

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Portfolio Holdings NBSLX

  • Current Portfolio Date
  • Equity Holdings 39
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.06
107,277,487
Technology
7.77
103,400,404
Consumer Cyclical
7.55
100,459,690
Communication Services
4.82
64,202,408
Financial Services
4.77
63,503,645
Financial Services
4.28
56,955,972
Healthcare
3.46
46,105,806
Consumer Cyclical
3.22
42,846,139
Financial Services
3.06
40,691,696
Technology
3.05
40,623,399
Healthcare