NB Moderate Sustainable TE Model (S:0P0001LCR1)
14.64
+0.16
(+1.11%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 01, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Neuberger Municipal Impact Fund Inst | 29.00% | 16.15 | 0.19% |
| Neuberger Quality Equity Fund Inst | 12.90% | 53.80 | 2.89% |
| Neuberger Multi-Cap Opportunities Fund Inst | 12.40% | 11.24 | 2.55% |
| iShares ESG Aware MSCI USA ETF | 11.10% | 143.11 | 1.20% |
| Neuberger Emerging Markets Equity Fund Ins | 7.00% | 27.27 | 1.94% |
| iShares ESG Aware MSCI EAFE ETF | 5.90% | 97.59 | 2.06% |
| Neuberger International Equity Fund Inst | 5.40% | 13.69 | 3.09% |
| Neuberger Municipal High Income Fund Inst | 3.80% | 9.34 | 0.43% |
| Neuberger High Income Bond Fd Institutional | 3.60% | 7.58 | 0.66% |
| Neuberger Intrinsic Value Fund Inst | 2.50% | 25.08 | 3.38% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |