Mutual Funds - Profile

Neuberger Berman Sustainable Equity Fund

US > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in high quality companies that also meet the environmental, social and governance criteria.

The fund focuses on mid-size companies with at least $2 billion in market capitalization and large-size companies with at least $10 billion. The fund also avoids companies involved with tobacco, alcohol, gambling, weapons, or nuclear power. The fund also avoids companies with primary revenues derived from non-consumer sales to the military.

The investment process looks for companies with attractive and proven growth profiles and stocks trading at a discount to long term More

Price

  • Last Close
  • $43.82
    -0.25
  • 52 Week HL
  • $47.22 - $37.68
  • Net Assets
  • $1800 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Dec 31, 2020

Company Holding
Microsoft Corp. 5.10
Texas Instruments 4.50
Vestas Wind 4.20
Alphabet Inc 3.90
Comcast Corp. 3.70
Company Holding
Zebra Technologies 3.30
Jpmorgan Chase 3.30
United Rentals 3.30
Cognizant Technology 3.20
Mastercard, Inc. 3.10
Total 37.6%

Manager

  • Name
  • Ingrid S. Dyott
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-5.5 % YTD

  • 3 Year
  • 14.64%
  • 5 Year
  • 42.53%
  • Best
  • 18.81%
    2017
  • Worst
  • -5.74%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
NRSRX -9%24%19%29%-7%19%10%-1%10%31%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.5% 7.5% -21.5% 11.9% 0.5% 6.7% 0.7% 1.7% 0.7% - -
Q2 - 5.6% 19.4% 0.6% 6.1% 2.7% 0.8% -0.9% 4.3% 2.8% -
Q3 - 4.4% 9.7% 1.6% 4.8% 2.7% 5% -6.4% 0.1% 6.8% -
Q4 - -2% 9.2% -1.3% -13.6% 5.1% 3.6% 5.9% 5.3% 9.6% -

Returns +
M

J F M A M J J A S O N D
2022 -8.3% - - - - - - - - - - -
2021 -0.9% 4% 4.4% 4.3% 0.6% 0.7% 2.8% 1.1% 0.4% -0.6% 1.3% -6.7%

Annual
Return

Index Comparison

Alpha

NAV