Nasdaq - Delayed Quote USD

Neuberger Berman Sustainable Equity Tr (NBSTX)

49.79
+0.31
+(0.63%)
At close: 8:04:25 PM EDT
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  • Previous Close 49.48
  • YTD Return -2.93%
  • Expense Ratio 1.06%
  • Category Large Blend
  • Last Cap Gain 59.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.61B
  • Beta (5Y Monthly) 0.95
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.05
  • Inception Date May 27, 2009

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

1.61B

Net Assets

2009-05-27

Inception Date

Performance Overview: NBSTX

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Trailing returns as of 5/8/2025. Category is Large Blend.

YTD Return

NBSTX
2.93%
Category
5.31%
 

1-Year Return

NBSTX
13.83%
Category
20.31%
 

3-Year Return

NBSTX
13.88%
Category
6.48%
 

5-Year Return

NBSTX
16.33%
Category
11.78%
 

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Holdings: NBSTX

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Sector Weightings

SectorNBSTX
Technology   29.56%
Healthcare   10.06%
Industrials   6.72%
Energy   1.60%
Real Estate   0.00%
Utilities   0.00%

Recent News: NBSTX

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Research Reports: NBSTX

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