Neuberger Berman U.S. Equity Impact FundNEQIX

MUTUAL FUNDNeuberger Berman
Type
Mutual fund
Peer group
Global equity
Net assets
$13.2M
Expense ratio
0.91%
1-year return
+2.4%
3 years, a year
+12.1%
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 Corp6.12%
JOBY Pentair PLC4.58%
BEPC Brookfield Renewable Corp4.25%
AVGO Broadcom Inc4.00%
NEE NextEra Energy Inc3.91%
JOBY Trane Technologies PLC3.75%
ECL Ecolab Inc3.67%
LLY Eli Lilly & Co3.62%
BSX Boston Scientific Corp3.61%
WAB Westinghouse Air Brake Technologies Corp3.47%

More on NEQIX.

Returns after fees, from the fund's SEC filings up to Nov 2025. Past returns are not a promise. Not financial advice.