NBSRX Mutual Fund

NBSRX Mutual Fund (Neuberger Quality Equity Fund Investor Class) is managed by Neuberger Berman with $337.0M in net assets. NBSRX expense ratio is 0.86%, holding 44 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1994-03-16.

NBSRX performance shows a YTD return of 13.47%. The 1-year return is 25.22% and the 5-year return is 12.41%. NBSRX dividend yield stands at 2.07%, paid annually.

NBSRX top holdings include Alphabet Inc Common Stock USD 0.001 (10.4%), Amazon.Com Inc (8.4%), Microsoft Corp (6.1%), Taiwan Semiconductor Manufacturing Co. Ltd. (5.1%), Interactive Brokers Group Inc (4.7%). Go to all NBSRX holdings, NBSRX sectors, or NBSRX dividends.

NBSRX can be compared against other funds. Use NBSRX overlap to find shared positions, or NBSRX vs another fund for a side-by-side view. NBSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.