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Neuberger Berman Sustainable Equity A NRAAX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 47.47  /  +1.09 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.11%
  • Turnover 20%

USD | NAV as of Jul 22, 2024 | 1-Day Return as of Jul 22, 2024, 10:16 PM GMT+0

Morningstar’s Analysis NRAAX

Will NRAAX 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 NRAAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 54.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.69 146.0 Mil
Technology

Alphabet Inc Class A

8.90 134.1 Mil
Communication Services

Amazon.com Inc

8.87 133.7 Mil
Consumer Cyclical

Berkshire Hathaway Inc Class B

4.75 71.6 Mil
Financial Services

Mastercard Inc Class A

4.38 66.0 Mil
Financial Services

Applied Materials Inc

4.23 63.7 Mil
Technology

Interactive Brokers Group Inc Class A

3.84 57.8 Mil
Financial Services

The Cigna Group

3.47 52.3 Mil
Healthcare

GoDaddy Inc Class A

3.37 50.8 Mil
Technology

Apple Inc

2.91 43.8 Mil
Technology