NEQIX Mutual Fund

NEQIX Mutual Fund

NAV$9.77
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Fund Essentials

Net Assets
-
Expense Ratio
0.91%
Dividend Yield (Current)
0.49%
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+2.21%
1 Year+7.62%
3 Year+12.21%

Asset Allocation

Stocks: 99.77%
Cash: 0.23%

Top Holdings

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

Dividend Summary

View Details →
Dividend Yield (Current)
0.49%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
FundXLS Pro
See how NEQIX 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.

NEQIX Mutual Fund Overview

NEQIX Mutual Fund (Neuberger Berman US Equity Impact Fund Institutional Class) is managed by Neuberger Berman. NEQIX expense ratio is 0.91%, holding 45 positions across various sectors. Inception date: 2021-03-23.

NEQIX performance shows a YTD return of 2.21%. The 1-year return is 7.62%. NEQIX dividend yield stands at 0.49%, paid annually.

NEQIX top holdings include a diversified portfolio. View all NEQIX holdings, sector breakdown, or dividend history.

NEQIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NEQIX alternatives are available via the screener, along with tax-loss harvesting opportunities.