C
Neuberger Berman U.S. Equity Impact Fund A Class NEQAX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
100
Front End Fee
6
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption
Top Holdings
B
Trane Technologies PLC Class A
TT - NYSE
C
Graphic Packaging Holding Co
GPK - NYSE
D
Brookfield Renewable Corp Ordinary Shares - Class A (Sub Voting)
BEPC - NYSE
C
Pentair PLC
PNR - NYSE
B
HCA Healthcare Inc
HCA - NYSE
Performance
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Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Neuberger Berman
Manager/Tenure
(Years)
Jonathan Bailey, (4), Richard S. Nackenson (4)
Address
1290 Avenue of the Americas
New York NY - 10104
Country
United States
Phone Number
800-877-9700
Investment Strategy
The investment seeks long-term total return by investing in companies whose products and services have the potential to deliver positive social and environmental outcomes. To pursue its goal, the fund invests in a concentrated portfolio of U.S. companies whose products and services the Portfolio Managers believe have the potential to deliver positive social and environmental outcomes. It will not change the fund's strategy of normally investing at least 80% of its net assets in U.S. equity securities, without providing investors at least 60 days' written notice.