Despite a recent stretch of poor performance, Neuberger Berman Sustainable Equity remains a solid option among sustainable core funds, thanks mainly to the people behind it. The investor, institutional, and R6 shares maintain a Morningstar Analyst Rating of Bronze, while the more expensive shares earn only a Neutral rating.
Will NBSRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBSRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NBSRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NBSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.