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Neuberger Berman Sustainable Equity R3 NRARX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 38.61  /  1.26 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 14%

Morningstar’s Analysis NRARX

Will NRARX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This fund's new manager will need to prove himself.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Neuberger Berman Sustainable Equity’s new portfolio manager has started to make his mark, but it remains to be seen how effective he can be over the long run. The fund still earns a Morningstar Analyst Rating of Neutral for all share classes.

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Portfolio Holdings NRARX

  • Current Portfolio Date
  • Equity Holdings 37
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 48.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.19
106,122,073
Technology
6.11
79,190,300
Communication Services
6.09
79,005,671
Consumer Cyclical
4.80
62,219,485
Financial Services
4.52
58,603,666
Financial Services
4.45
57,662,735
Healthcare
4.09
53,047,998
Consumer Cyclical
3.70
47,946,373
Financial Services
3.45
44,702,759
Technology
3.28
42,530,232
Healthcare