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Neuberger Berman Sustainable Equity I (NBSLX)

49.03 -0.10 (-0.20%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 49.13
  • YTD Return 21.92%
  • Expense Ratio 0.70%
  • Category Large Blend
  • Last Cap Gain 43.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.55B
  • Beta (5Y Monthly) 0.94
  • Yield 0.31%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.16
  • Inception Date Dec 6, 2023

The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the fund's quality oriented financial and ESG criteria. The portfolio manager employs a fundamental research driven approach to stock selection and portfolio construction, with a focus on long term sustainability issues that, in the judgement of the portfolio manager, are financially material. The fund is non-diversified.

Neuberger Berman

Fund Family

Large Blend

Fund Category

1.55B

Net Assets

2023-12-06

Inception Date

Performance Overview: NBSLX

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Trailing returns as of 10/22/2024. Category is Large Blend.

YTD Return

NBSLX
21.92%
Category
5.31%
?

1-Year Return

NBSLX
38.62%
Category
20.31%
?

3-Year Return

NBSLX
11.59%
Category
6.48%
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5-Year Return

NBSLX
15.06%
Category
11.78%
?

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Holdings: NBSLX

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Top 10 Holdings (52.98% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 8.93%
AMZN
Amazon.com, Inc. 8.26%
GOOGL
Alphabet Inc. 7.83%
BRK-B
Berkshire Hathaway Inc. 5.19%
MA
Mastercard Incorporated 4.68%
IBKR
Interactive Brokers Group, Inc. 4.17%
GDDY
GoDaddy Inc. 3.62%
AMAT
Applied Materials, Inc. 3.50%
CI
The Cigna Group 3.48%
PGR
The Progressive Corporation 3.33%

Sector Weightings

Recent News: NBSLX

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Research Reports: NBSLX

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