About NBSRX
The Neuberger Berman Sustainable Equity Fund Investor Class is an actively managed mutual fund focused on U.S. large-cap equities. Its primary objective is to achieve long-term capital growth by investing in a select portfolio of 35–45 high-quality companies that demonstrate strong financial fundamentals and leadership in environmental, social, and governance (ESG) practices. The fund employs a "Quality at a Reasonable Price" (QARP) strategy, emphasizing robust free cash flow, low leverage, and proven management. It applies a long-term investment horizon, often seeking opportunities in companies with durable competitive advantages and resilient stakeholder relationships. An essential feature of this fund is its advocacy for sustainability through active ownership and direct engagement with portfolio companies, aiming to foster long-term value creation and encourage improved ESG outcomes. The fund is recognized as a pioneer in ESG investing, integrating ESG analysis deeply into its investment process, and it holds significant positions in sectors like technology, financial services, consumer discretionary, and healthcare. The Neuberger Berman Sustainable Equity Fund plays a meaningful role for investors seeking a blend of financial quality and ESG integration in their equity exposure.
Fund Family Neuberger Berman Group LLC
Category Large Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NBSRX
Share Class Investor Class
Index S&P 500 TR
NBSRX had a total return of 18.42% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.51%.
