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Neuberger Berman Sustainable Equity Inv NBSRX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 43.94  /  −1.01 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.21%
  • Turnover 20%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:48 PM GMT+0

Morningstar’s Analysis NBSRX

Will NBSRX outperform in future?

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

Off to a good start.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Neuberger Berman Sustainable Equity’s new portfolio manager is off to a good start, but caution is warranted as he settles in.

Rated on Published on

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Portfolio Holdings NBSRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 50.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.05 135.4 Mil
Technology

Amazon.com Inc

8.19 122.5 Mil
Consumer Cyclical

Alphabet Inc Class A

6.83 102.1 Mil
Communication Services

Berkshire Hathaway Inc Class B

4.83 72.2 Mil
Financial Services

Mastercard Inc Class A

4.75 71.2 Mil
Financial Services

The Cigna Group

3.99 59.7 Mil
Healthcare

Applied Materials Inc

3.65 54.6 Mil
Technology

Interactive Brokers Group Inc Class A

3.43 51.3 Mil
Financial Services

GoDaddy Inc Class A

3.11 46.6 Mil
Technology

Cencora Inc

3.02 45.2 Mil
Healthcare