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Morningstar

Neuberger Berman U.S. Equity Impact I NEQIX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 11.24  /  +0.27 %
  • Total Assets 12.4 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.29%
  • Turnover 13%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis NEQIX

Will NEQIX 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 NEQIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEQIX 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 NEQIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Neuberger Berman U.S. Equity Impact I's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NEQIX

More NEQIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Graphic Packaging Holding Co

4.92 634,052
Consumer Cyclical

Trane Technologies PLC Class A

4.58 590,193
Industrials

Pentair PLC

4.36 561,597
Industrials

HCA Healthcare Inc

4.35 559,997
Healthcare

Westinghouse Air Brake Technologies Corp

4.07 523,428
Industrials

Boston Scientific Corp

3.96 510,114
Healthcare

Motorola Solutions Inc

3.92 505,137
Technology

Ecolab Inc

3.82 491,817
Basic Materials

CSX Corp

3.39 436,573
Industrials

Brookfield Renewable Corp Ordinary Shares - Class A (Sub Voting)

3.32 427,813
Utilities