Neuberger Quality Equity Fund Investor Class

Frequently Asked Questions About NBSRX

What does NBSRX invest in?

This fund primarily concentrates its investments in the equity shares of companies characterized by medium to large market capitalizations. These selected enterprises must satisfy the fund's strict criteria, which include both sound financial quality and strong environmental, social, and governance (ESG) performance. To minimize overall portfolio volatility, the fund strategically diversifies its holdings across numerous industrial sectors. The portfolio management team utilizes an in-depth, fundamental research methodology for both stock picking and portfolio assembly, with a particular focus on identifying enduring sustainability factors that, in their professional assessment, carry significant financial implications.

What is the expense ratio of NBSRX?

Neuberger Quality Equity Fund Investor Class (NBSRX) charges an expense ratio of 0.86%. This is the annual fee deducted from fund assets to cover management and operations.

How big is NBSRX?

Neuberger Quality Equity Fund Investor Class (NBSRX) manages $3.49B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is NBSRX actively managed or an index fund?

NBSRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was NBSRX launched?

Neuberger Quality Equity Fund Investor Class (NBSRX) launched in March 1994 and is managed by Neuberger Berman.

How has NBSRX performed?

NBSRX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.