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NEQCX Neuberger Berman U.S. Equity Impact C Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Boston Scientific Corp (NYSE:BSX), CSX Corp (NASDAQ:CSX).

Industry description

The investment seeks long-term total return by investing in companies whose products and services have the potential to deliver positive social and environmental outcomes. To pursue its goal, the fund invests in a concentrated portfolio of U.S. companies whose products and services the Portfolio Managers believe have the potential to deliver positive social and environmental outcomes. It will not change the fund's strategy of normally investing at least 80% of its net assets in U.S. equity securities, without providing investors at least 60 days' written notice.

Market Cap

The average market capitalization across the Neuberger Berman U.S. Equity Impact C MF is 50.91B. The market cap for tickers in the group ranges from 4.43B to 100.1B. BSX holds the highest valuation in this group at 100.1B. The lowest valued company is BEPC at 4.43B.

Volume

The average weekly volume growth across all stocks in the Neuberger Berman U.S. Equity Impact C MF was 8%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 39
Price Growth Rating: 35
SMR Rating: 43
Profit Risk Rating: 23
Seasonality Score: 5 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Neuberger Berman Equity Funds605 Third Ave 2nd FLNew York
Phone
N/A
Web
www.nb.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TRDFX13.61-0.14
-1.02%
Steward Values Enhanced SmMidCapIndex A
HSMCX18.41-0.39
-2.07%
Hartford Small Company C
PJFQX74.56-1.68
-2.20%
PGIM Jennison Growth R6
ATVPX16.52-0.40
-2.36%
Alger 35 Z
NASDX40.98-1.00
-2.38%
Shelton Nasdaq-100 Index Investor

NEQCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NEQCX has been closely correlated with FSMDX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if NEQCX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NEQCX
1D Price
Change %
NEQCX100%
-1.14%
FSMDX - NEQCX
92%
Closely correlated
-0.67%
FSMAX - NEQCX
84%
Closely correlated
-1.29%
VMCIX - NEQCX
84%
Closely correlated
-0.55%
VIMAX - NEQCX
84%
Closely correlated
-0.55%
VMCPX - NEQCX
83%
Closely correlated
-0.55%
More