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Neuberger Berman Sustainable Eq Trust NBSTX

Analyst rating as of
NAV / 1-Day Return
38.61  /  3.29 %
Total Assets
1.4 Bil
Adj. Expense Ratio
1.030%
Expense Ratio
1.030%
Fee Level
Above Average
Longest Manager Tenure
0.23 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Limited
TTM Yield
0.28%
Turnover
16%

Morningstar’s Analysis

Will NBSTX outperform in future?

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

A new manager is taking charge on April 1.

Senior Analyst

Summary

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Neuberger Berman Sustainable Equity’s portfolio managers are retiring, and their replacement will need to show what he can do in this role. As a result, the fund's People rating drops to Average from Above Average, and all share classes now earn a Morningstar Analyst Rating of Neutral.

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