NEQCX Mutual Fund

NEQCX Mutual Fund

NAV$9.19
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Fund Essentials

Net Assets
-
Expense Ratio
2.02%
Dividend Yield (Current)
0.33%
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+2.23%
1 Year+7.00%
3 Year+11.20%

Asset Allocation

Stocks: 99.77%
Cash: 0.23%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.33%
Frequency
Annually

Peer Comparison

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

NEQCX Mutual Fund (Neuberger Berman US Equity Impact Fund Class C) is managed by Neuberger Berman. NEQCX expense ratio is 2.02%, holding 45 positions across various sectors. Inception date: 2021-03-23.

NEQCX performance shows a YTD return of 2.23%. The 1-year return is 7.00%. NEQCX dividend yield stands at 0.33%, paid annually.

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

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