Neuberger Berman U.S. Equity Impact C (NEQCX)
| Fund Assets | 14.34M |
| Expense Ratio | 2.02% |
| Min. Investment | $1,000 |
| Turnover | 16.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 12.59 |
| YTD Return | 6.32% |
| 1-Year Return | 1.88% |
| 5-Year Return | n/a |
| 52-Week Low | 10.15 |
| 52-Week High | 12.67 |
| Beta (5Y) | n/a |
| Holdings | 48 |
| Inception Date | Mar 22, 2021 |
About NEQCX
Neuberger Berman U.S. Equity Impact Fund C Class is an actively managed mutual fund focused on investing in publicly traded U.S. companies that demonstrate the potential to deliver significant positive social and environmental outcomes. The fund employs proprietary research tools, specialized datasets, and rigorous impact analysis to select companies that are aligned with the United Nations Sustainable Development Goals, aiming to generate both measurable impact and long-term financial returns. By actively engaging with portfolio companies, the fund seeks to influence corporate behavior and outcomes, merging long-term capital appreciation with positive societal change. Its portfolio spans both growth and value stocks across a wide array of sectors, providing broad market exposure while maintaining an emphasis on impact-driven investing. The fund’s expense structure is managed through contractual expense caps, ensuring cost predictability for investors. Neuberger Berman U.S. Equity Impact Fund C Class holds a distinct position in the market by offering investors a way to participate in the performance of U.S. equities while supporting sustainability and responsibility initiatives within the corporate sector.
Performance
NEQCX had a total return of 1.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.75%.
Top 10 Holdings
38.75% of assets| Name | Symbol | Weight |
|---|---|---|
| Trane Technologies plc | TT | 4.81% |
| Pentair plc | PNR | 4.69% |
| Motorola Solutions, Inc. | MSI | 4.16% |
| Westinghouse Air Brake Technologies Corporation | WAB | 4.04% |
| Brookfield Renewable Corporation | BEPC | 3.97% |
| Boston Scientific Corporation | BSX | 3.71% |
| NVIDIA Corporation | NVDA | 3.64% |
| Ecolab Inc. | ECL | 3.49% |
| Graphic Packaging Holding Company | GPK | 3.18% |
| NextEra Energy, Inc. | NEE | 3.06% |