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Morningstar

Neuberger Berman Sustainable Equity C NRACX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 45.09  /  +1.17 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.820%
  • Expense Ratio 1.820%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NRACX

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

  • People Pillar

    The People Pillar is our evaluation of the NRACX 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 NRACX’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 NRACX

More NRACX Holdings
  • 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

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Technology

Alphabet Inc Class A

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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