Neuberger Berman Sustainable Equity’s new portfolio manager is off to a good start, but caution is warranted as he settles in.
Neuberger Berman Sustainable Equity Inv NBSRX
- NAV / 1-Day Return 48.81 / +0.85 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.870%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Limited
- TTM Yield 0.20%
- Turnover 20%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis NBSRX
Will NBSRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.73 | 133.9 Mil | Technology |
Amazon.com Inc | 7.98 | 122.5 Mil | Consumer Cyclical |
Alphabet Inc Class A | 7.78 | 119.3 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 5.40 | 82.9 Mil | Financial Services |
Mastercard Inc Class A | 4.63 | 71.0 Mil | Financial Services |
GoDaddy Inc Class A | 3.90 | 59.8 Mil | Technology |
Interactive Brokers Group Inc Class A | 3.89 | 59.7 Mil | Financial Services |
The Cigna Group | 3.66 | 56.2 Mil | Healthcare |
Applied Materials Inc | 3.44 | 52.8 Mil | Technology |
Progressive Corp | 3.34 | 51.3 Mil | Financial Services |