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Morningstar

Neuberger Berman Sustainable Equity E NRAEX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 44.58  /  +0.93 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:01 AM GMT+0

Morningstar’s Analysis NRAEX

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

  • People Pillar

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

Neither people nor process stand out at Neuberger Berman Sustainable Equity E, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NRAEX

More NRAEX 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