Morningstar

Neuberger Quality Equity Fund Trust Class NBSTX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Neuberger Investment Hub
  • NAV / 1-Day Return $64.41  /  −2.10 %
  • Fund Size $4.7B
  • Adjusted Expense Ratio 1.040%
  • Net Expense Ratio 1.030%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Limited
  • TTM Yield 0.00%
  • Turnover Ratio 10%
NAV and 1-Day Return as of

Morningstar’s Analysis NBSTX

Will NBSTX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBSTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBSTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NBSTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Neuberger Quality Equity Tr holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NBSTX

More NBSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.29 487M
Technology

Alphabet Inc Class A

8.70 412M
Communication Services

Amazon.com Inc

8.66 410M
Consumer Cyclical

Applied Materials Inc

5.58 264M
Technology

Apple Inc

5.23 248M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

4.84 229M
Technology

Space Exploration Technologies Corp SpaceX CDR (CAD Hedged) - CIBC

4.34 205M
Industrials

Microsoft Corp

4.31 204M
Technology

Berkshire Hathaway Inc Class B

4.24 200M
Financial Services

Interactive Brokers Group Inc Class A

4.08 193M
Financial Services

Sponsor Center