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Morningstar

Neuberger Berman Sustainable Equity Tr NBSTX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 43.64  /  −0.39 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield 0.11%
  • Turnover 20%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NBSTX

Will NBSTX outperform in 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.

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.

by David Kathman
Rated on Published on

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Portfolio Holdings NBSTX

More NBSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.07 137.7 Mil
Technology

Amazon.com Inc

8.24 125.0 Mil
Consumer Cyclical

Alphabet Inc Class A

7.34 111.3 Mil
Communication Services

Berkshire Hathaway Inc Class B

4.89 74.2 Mil
Financial Services

Mastercard Inc Class A

4.76 72.2 Mil
Financial Services

The Cigna Group

4.09 62.1 Mil
Healthcare

Applied Materials Inc

3.68 55.8 Mil
Technology

Interactive Brokers Group Inc Class A

3.48 52.8 Mil
Financial Services

GoDaddy Inc Class A

3.07 46.7 Mil
Technology

Progressive Corp

3.05 46.3 Mil
Financial Services