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Neuberger Berman Sustainable Equity Tr NBSTX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 42.09  /  0.55 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield
  • Turnover 14%

Morningstar’s Analysis NBSTX

Will NBSTX 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.

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Portfolio Holdings NBSTX

  • Current Portfolio Date
  • Equity Holdings 41
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.80
110,665,094
Technology
7.34
92,254,128
Consumer Cyclical
7.28
91,540,268
Communication Services
5.02
63,091,023
Healthcare
4.79
60,212,660
Financial Services
4.61
57,918,760
Financial Services
3.62
45,565,948
Consumer Cyclical
3.37
42,402,584
Financial Services
3.36
42,300,110
Healthcare
2.83
35,600,934
Technology