Neuberger Berman Sustainable Equity Fund (NBSRX) Research
This fund primarily concentrates its investments in the equity shares of companies characterized by medium to large market capitalizations. These selected enterprises must satisfy the fund's strict criteria, which include both sound financial quality and strong environmental, social, and governance (ESG) performance. To minimize overall portfolio volatility, the fund strategically diversifies its holdings across numerous industrial sectors. The portfolio management team utilizes an in-depth, fundamental research methodology for both stock picking and portfolio assembly, with a particular focus on identifying enduring sustainability factors that, in their professional assessment, carry significant financial implications.
Market snapshot
- Symbol
- NBSRX
- Price
- $65.55
- Day change
- +0.71%
- Market cap
- $3.6B
- 52-week range
- 49.48-66.09
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Franklin Mutual Beacon Fund (BEGRX)
- American Funds College 2036 Fund (CCFAX)
- MFS Aggressive Growth Allocation Fund (MAAGX)
- MFS Conservative Allocation Fund (MACFX)
- iShares Russell 2000 Small-Cap Index Fund (MASKX)
- Columbia Large Cap Index Fund (NINDX)
- T. Rowe Price Total Equity Market Index Fund (POMIX)
- T. Rowe Price Large-Cap Value Fund (TRLUX)
Open Neuberger Berman Sustainable Equity Fund (NBSRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.