Neuberger Berman Sustainable Equity A NRAAX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 48.49  /  0.00
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.10%
  • Turnover 20%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:25 PM GMT+0

Morningstar’s Analysis NRAAX

Will NRAAX outperform in future?

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

Off to a good start.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Neuberger Berman Sustainable Equity’s new portfolio manager is off to a good start, but caution is warranted as he settles in.

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Portfolio Holdings NRAAX

  • 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

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