Neuberger Berman Quality Equity Fund
Shareclass
Neuberger Berman Quality Equity I (NBSLX)
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 Quality Equity Fund
FUND COVERAGE
# of holdings35
% of assets93%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 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 Corp1.7%$33.02M
- 2. Mastercard Inc Class A3.78%$73.41M
- 3. JPMorgan Chase & Co1.95%$37.84M
- 4. Colgate-Palmolive Co1.05%$20.32M
- 5. Microsoft Corp8.54%$165.7M
- 6. Roche Holding AG1.05%$20.33M
- 7. Trane Technologies PLC Class A1.17%$22.73M
- 8. Compass Group PLC2.18%$42.39M
- 9. Intuit Inc1.28%$24.82M
- 10. The Cigna Group2.17%$42.04M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B4.38%$84.96M
- 2. Berkshire Hathaway Inc Class A2.25%$43.74M
- 3. Interactive Brokers Group Inc Class A6.39%$124.01M
- 4. CSX Corp1.05%$20.37M
- 5. Applied Materials Inc3.04%$58.98M
- 6. United Rentals Inc2.74%$53.2M
- 7. Coterra Energy Inc Ordinary Shares1.01%$19.53M
- 8. The Home Depot Inc0.89%$17.37M
- 9. Capital One Financial Corp1.92%$37.26M
- 10. TJX Companies Inc0.97%$18.81M
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 survey
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Positive Investment - NB SRI strives to invest in companies that: are proactively addressing diversity issues in the workplace, have implemented innovative hiring and training programs, have commitment to quality workplace from safety records to family friendly benefits.The strategy also examines the diversity of the board to determine if sufficient efforts were made to include women and minority candidates. Separately, the NB SRI team also offers a separate account strategy to accommodate specific diversity related concerns. More
US-SIF member fund managers: want to update your statement? Contact us
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Neuberger Berman Quality Equity Fund
Totals
Holdings
Assets
Weight
Prisons
5
$657.7M
34%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$528.99M
27%
Borders high risk
0
$0
0%
Total
5
$657.7M
34%
Holdings — 5 flagged holdings
1.
Alphabet Inc Class A
:$201.67M
10%
2.
Microsoft Corp
:$165.7M
8.54%
3.
Amazon.com Inc
:$161.63M
8.33%
4.
Berkshire Hathaway Inc Class B
$84.96M
4.38%
5.
Berkshire Hathaway Inc Class A
$43.74M
2.25%
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 Quality Equity Fund NBSLX
Environment
Social
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