About NRARX
The Neuberger Berman Sustainable Equity Fund R3 Class is an actively managed mutual fund focused on U.S. large-cap equities. Its primary aim is to achieve long-term capital growth by investing in companies that not only demonstrate financial strength but also meet rigorous environmental, social, and governance (ESG) criteria. Utilizing a "Quality at a Reasonable Price" (QARP) investment philosophy, the fund selectively constructs a high-conviction portfolio—typically comprising 35 to 45 holdings—emphasizing robust free cash flow, prudent leverage, and strong management track records.
This fund distinguishes itself by integrating a patient, long-term perspective and active shareholder engagement to foster sustainable value creation. Key sectors represented include technology, consumer discretionary, financial services, and healthcare, with leading positions in companies such as Microsoft, Amazon, and Alphabet. The fund is recognized as a pioneer in ESG investing and is committed to direct engagement with portfolio companies to advocate for sustainability initiatives. With a risk-aware approach and a history of persistent ESG focus, the Neuberger Berman Sustainable Equity Fund R3 Class plays a significant role for investors seeking exposure to responsible and sustainable equity investments in the U.S. market.
Fund Family Neuberger Berman
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NRARX
Share Class Class R3
Index S&P 500 TR
NRARX had a total return of 24.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.84%.
