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Neuberger Berman Sustainable Eq Investor NBSRX

Analyst rating as of
NAV / 1-Day Return
44.44  /  1.97 %
Total Assets
1.8 Bil
Adj. Expense Ratio
0.870%
Expense Ratio
0.870%
Fee Level
Average
Longest Manager Tenure
17.21 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Limited
TTM Yield
0.55%
Turnover
21%
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Morningstar’s Analysis

Will NBSRX outperform in future?

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

A solid ESG fund run by an experienced team.

Senior Analyst

Summary

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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.

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