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Neuberger Quality Equity Inv (NBSRX)

62.31 -0.20 (-0.32%)

At close: November 2 at 6:52:13 PM EST

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Previous Close 62.51
YTD Return 15.32%
Expense Ratio 0.86%
Category Large Blend
Last Cap Gain 54.00
Morningstar Rating
★ ★ ★ ★ ★
Morningstar Risk Rating Above Average
Net Assets 4.73B
Beta (5Y Monthly) 0.87
Yield 0.00%
5y Average Return --
Holdings Turnover 10.00%
Last Dividend 0.10
Inception Date Nov 28, 2007

To pursue its goal, the fund seeks to invest predominantly in common stocks of mid- to large-capitalization companies that the portfolio manager believes to be high-quality selected in accordance with the fund’s sustainable investing criteria. The fund is non-diversified.

Neuberger Berman Group LLC

Fund Family

Large Blend

Fund Category

4.73B

Net Assets

2007-11-28

Inception Date

Trailing returns as of 10/30/2026. Category is Large Blend.

YTD Return

NBSRX

15.32%

Category

5.31%

1-Year Return

NBSRX

22.81%

Category

20.31%

3-Year Return

NBSRX

25.39%

Category

6.48%

5-Year Return

NBSRX

14.52%

Category

11.78%

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Sector Weightings

Sector NBSRX

Technology 35.94%

Financial Services 16.37%

Industrials 12.92%

Healthcare 11.68%

Consumer Cyclical 10.87%

Communication Services 10.32%

Energy 0.85%

Consumer Defensive 0.72%

Basic Materials 0.24%

Real Estate 0.05%

Utilities 0.04%

U.S. markets closed

Neuberger Quality Equity Inv (NBSRX)

-5.20%

-2.04%

3.26%

11.29%

14.67%

22.66%

86.72%

523.10%

Neuberger Quality Equity Inv Overview Neuberger Berman Group LLC / Large Blend

Fund Family

Fund Category

Net Assets

Inception Date

Performance Overview

YTD Return

1-Year Return

3-Year Return

5-Year Return

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Holdings

Sector Weightings

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