NEQIX Mutual Fund

NEQIX Mutual Fund

NAV$9.77
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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%
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Dividend Summary

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Dividend Yield (Current)
0.49%
Frequency
Annually

Peer Comparison

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

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. Go to all NEQIX holdings, NEQIX sectors, or NEQIX dividends.

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