NEQAX Mutual Fund

NEQAX Mutual Fund

NAV$9.63
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Fund Essentials

Net Assets
-
Expense Ratio
1.27%
Dividend Yield (Current)
0.31%
Holdings
45
Inception Date
Mar 23, 2021
Fund Family
Neuberger Berman
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+2.15%
1 Year+7.36%
3 Year+11.89%

Asset Allocation

Stocks: 99.77%
Cash: 0.23%
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Dividend Summary

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Dividend Yield (Current)
0.31%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

NEQAX Mutual Fund Overview

NEQAX Mutual Fund (Neuberger Berman US Equity Impact Fund Class A) is managed by Neuberger Berman. NEQAX expense ratio is 1.27%, holding 45 positions across various sectors. Inception date: 2021-03-23.

NEQAX performance shows a YTD return of 2.15%. The 1-year return is 7.36%. NEQAX dividend yield stands at 0.31%, paid annually.

NEQAX top holdings include a diversified portfolio. Go to all NEQAX holdings, NEQAX sectors, or NEQAX dividends.

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