NEQAX Mutual Fund

NEQAX Mutual Fund

NAV$9.63
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

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%

Top Holdings

View All →
TickerNameWeight
Download all 45 holdings for NEQAX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
0.31%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
FundXLS Pro
See how NEQAX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime
From MarketXLS, trusted since 2014.

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.