Neuberger Berman U.S. Equity Impact FundNEQCX
Type
Mutual fund
Peer group
Global equity
Net assets
$13.2M
Expense ratio
2.02%
1-year return
+1.3%
3 years, a year
+10.9%
5 years, a year
—
Holdings
45
What it aims to do.
The Fund seeks long-term total return by investing in companies whose products and services have the potential to deliver positive social and environmental outcomes.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 6.12% |
| JOBY Pentair PLC | 4.58% |
| BEPC Brookfield Renewable Corp | 4.25% |
| AVGO Broadcom Inc | 4.00% |
| NEE NextEra Energy Inc | 3.91% |
| JOBY Trane Technologies PLC | 3.75% |
| ECL Ecolab Inc | 3.67% |
| LLY Eli Lilly & Co | 3.62% |
| BSX Boston Scientific Corp | 3.61% |
| WAB Westinghouse Air Brake Technologies Corp | 3.47% |
More on NEQCX.
- NEQCX overview
- NEQCX holdings
- NEQCX risk
- NEQCX costs
- NEQCX money in and out
- NEQCX share classes
- Compare NEQCX with other funds
Returns after fees, from the fund's SEC filings up to Nov 2025. Past returns are not a promise. Not financial advice.