Neuberger Berman Sustainable Equity Tr (NBSTX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
As of 08:06AM EDT. Market open.
Neuberger Berman Sustainable Equity Tr
New York, NY 10158-0006
605 Third Ave 2nd FL
Neuberger Berman Equity Funds
Management Information
,Lead Manager since March 31, 2022
Daniel Hanson, CFA, Managing Director, joined the firm in January 2022. Dan is the Senior Portfolio Manager and Head of the U.S. Sustainable Equity team. Dan joined Neuberger Berman from Waddell & Reed and Ivy Investments, where he was Chief Investment Officer. Previously, he served as Head of Impact Investing for JANA Partners. Prior to that role, he was Partner and Head of U.S. Equities, and Co-Chair of the Investment Strategy Committee with Jarislowsky Fraser Global Investment Management. Previously, Dan spent 10 years at BlackRock where he launched and managed the firm’s first fundamental, active ESG strategy, the BlackRock Socially Responsible Equity strategy. Dan is involved in a number of initiatives in the area of governance, corporate reporting, and sustainable investing. Dan was a founding member of the board of directors of the Sustainable Accounting Standards Board (“SASB") in 2011. He served on the professional faculty of the University of California-Berkeley Haas School of Business, where he taught sustainable investing from 2016-2019. In that role, he was a judge for the Moskowitz Research Prize, which recognizes outstanding quantitative research in sustainable and responsible investing. Dan received his Bachelor’s Degree in Economics and French from Middlebury College, and earned an MBA, Accounting and Analytic Finance, from The University of Chicago. He is a CFA charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyNeuberger Berman
Net Assets1.52B
YTD Return12.47%
Yield0.11%
Morningstar Rating★★★
Inception DateNov 27, 2007
Fund Operations
Last Dividend0.05
Last Cap Gain43.00
Holdings Turnover20.00%
Average for CategoryN/A
Fees & Expenses
ExpenseNBSTXCategory Average
Annual Report Expense Ratio (net)0.70%0.84%
Prospectus Net Expense Ratio0.70%N/A
Prospectus Gross Expense Ratio0.70%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
© 2024 Yahoo. All rights reserved.