About NRSRX
The Neuberger Berman Sustainable Equity Fund Class R6 is an actively managed mutual fund focused on long-term capital growth through investments in mid- to large-capitalization companies that meet stringent environmental, social, and governance (ESG) criteria. The fund employs a rigorous selection process, emphasizing financial quality as well as leadership in sustainable business practices, with the goal of building a portfolio of high-quality, well-positioned firms. Key holdings typically feature influential companies across technology, financial services, healthcare, and consumer sectors, such as Microsoft, Alphabet, and Amazon. A pioneer in ESG investing since 1989, Neuberger Berman leverages active ownership and persistent engagement to advocate for sustainability initiatives among portfolio companies. The fund is categorized as "large blend" and seeks to mirror the risk and return characteristics of broad equity markets, with performance often benchmarked to indices like the S&P 500. Class R6 shares are structured for institutional and retirement plan investors, offering a low expense ratio and no revenue-sharing payments to outside parties. The fund stands out for integrating sustainability considerations with fundamental research in equity investing.
Fund Family Neuberger Berman
Category Large Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NRSRX
Share Class Class R6
Index S&P 500 TR
NRSRX had a total return of 25.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.89%.
