About NBSTX
The Neuberger Berman Sustainable Equity Fund Trust Class is an actively managed mutual fund focused on U.S. equities, primarily targeting mid- to large-cap companies that exhibit strong financial fundamentals and demonstrate leadership in environmental, social, and governance (ESG) practices. The fund employs a quality-oriented investment approach, seeking businesses with robust free cash flow, low leverage, and established management track records. It incorporates a long-term investment horizon, typically holding a concentrated portfolio of 35–45 stocks to capitalize on sustained value creation and to engage actively with company managements on sustainability issues.
Key features of the fund include its rigorous ESG criteria, which evaluate companies on aspects such as environmental impact, workplace diversity, community relations, supply chain policies, and transparency in sustainability reporting. The fund’s sector allocation favors technology, financial services, consumer cyclical, and healthcare, reflecting a blend of growth and stability across diverse industries. Its purpose is to provide investors with long-term capital appreciation by integrating financial analysis with ESG considerations, thereby aligning investment objectives with broader societal and environmental goals. The Neuberger Berman Sustainable Equity Fund Trust Class plays a notable role in the market by supporting sustainable corporate practices and encouraging responsible investment behavior.
Fund Family Neuberger Berman
Category Large Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NBSTX
Share Class Trust Class
Index S&P 500 TR
NBSTX had a total return of 24.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.58%.
