Neuberger Berman Large Cap Value Fund
Shareclass
Neuberger Berman Large Cap Value Instl (NBPIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Neuberger Berman Large Cap Value Fund
FUND COVERAGE
# of holdings77
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp1.39%$114.49M
- 2. Unilever PLC ADR1.03%$85.42M
- 3. Welltower Inc0.1%$8.03M
- 4. Mondelez International Inc Class A0.35%$28.64M
- 5. Philip Morris International Inc2.68%$220.91M
- 6. JPMorgan Chase & Co3.77%$311.08M
- 7. Wells Fargo & Co2.16%$178.38M
- 8. Uber Technologies Inc0.4%$32.77M
- 9. Johnson & Johnson3.13%$258.17M
- 10. Colgate-Palmolive Co1.66%$136.86M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. PACCAR Inc0.23%$18.84M
- 2. Berkshire Hathaway Inc Class B0.6%$49.19M
- 3. Southern Copper Corp2.65%$218.44M
- 4. NextEra Energy Inc0.45%$36.76M
- 5. Charles Schwab Corp2.18%$180.29M
- 6. 3M Co1.87%$154.16M
- 7. Take-Two Interactive Software Inc1.07%$88.69M
- 8. Micron Technology Inc0.57%$47.14M
- 9. Zimmer Biomet Holdings Inc0.26%$21.7M
- 10. Las Vegas Sands Corp1.17%$96.19M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Neuberger Berman Large Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
4
$382.64M
4.63%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$177.19M
2.15%
Borders high risk
1
$59.05M
0.72%
Total
6
$477.26M
5.78%
Holdings — 6 flagged holdings
1.
3M Co
$154.16M
1.87%
2.
Walmart Inc
$96.72M
1.17%
3.
Amazon.com Inc
:$82.56M
1%
4.
Lockheed Martin Corp
:$59.05M
0.72%
5.
Berkshire Hathaway Inc Class B
$49.19M
0.6%
6.
Thermo Fisher Scientific Inc
:$35.57M
0.43%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Neuberger Berman Large Cap Value Fund NBPIX
Environment
Social
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