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NBSRX Neuberger Berman Sustainable Equity Inv Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Mastercard (NYSE:MA), Applied Materials (NASDAQ:AMAT), Cigna Group (The) (NYSE:CI).

Industry description

The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's environmental, social and governance (ESG) criteria. The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the fund's quality oriented financial and ESG criteria. The portfolio manager employs a fundamental research driven approach to stock selection and portfolio construction, with a focus on long term sustainability issues that, in the judgement of the portfolio manager, are financially material. The fund is non-diversified.

Market Cap

The average market capitalization across the Neuberger Berman Sustainable Equity Inv MF is 885.14B. The market cap for tickers in the group ranges from 11.96B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is IBKR at 11.96B.

Volume

The average weekly volume growth across all stocks in the Neuberger Berman Sustainable Equity Inv MF was -40%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was 59%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 71
P/E Growth Rating: 56
Price Growth Rating: 42
SMR Rating: 32
Profit Risk Rating: 14
Seasonality Score: 0 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Neuberger Berman Equity Funds605 Third Ave 2nd FLNew York
Phone
N/A
Web
www.nb.com
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NBSRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NBSRX has been closely correlated with FWWMX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if NBSRX jumps, then FWWMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NBSRX
1D Price
Change %
NBSRX100%
N/A
FWWMX - NBSRX
76%
Closely correlated
+0.62%
FWMMX - NBSRX
76%
Closely correlated
+0.62%
RWEBX - NBSRX
76%
Closely correlated
+0.60%
RWMFX - NBSRX
76%
Closely correlated
+0.62%
RWMEX - NBSRX
76%
Closely correlated
+0.60%
More