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Sustainable Equity Fund

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Sustainable Equity Fund

Mutual Fund | Equities

Sustainable Equity Fund

YTD RETURN

0.00%

Overview
Seeks to achieve attractive long-term performance by investing in what we believe are high-quality, well-positioned companies with leadership focused on ESG issues relevant to their business

Why Invest

Pioneer in ESG Investing

One of the first mainstream investment firms to launch an ESG-dedicated mutual fund in 1989

Deep Involvement in Industry Ecosystem

Seeks to act as an advocate and resource for sustainability initiatives

Active Ownership Approach

Utilize persistent and direct engagement with companies in an effort to drive sustainability

Performance and Exposure

Top 10 Holdings

As of 12/31/2023

Portfolio holdings are expressed as a percentage and are calculated by taking the market value of each holding and dividing it by the Fund's NAV. Portfolio holdings and other characteristics are current as of the date shown and are subject to change.

Fund Facts

 

Gross expense represents the total annual operating expenses that shareholders pay (after the effect of fee waivers and/or expense reimbursement). The Fund’s Investment Manager (the “Manager”) has contractually undertaken to waive and/or reimburse certain fees and expenses of the Fund so that the total annual operating expenses are capped (excluding interest, brokerage commissions, acquired fund fees and expenses, taxes including any expenses relating to tax reclaims, dividend and interest expenses relating to short sales, and extraordinary expenses, if any) through 08/31/2026 for Institutional Class at 0.70%, 1.06% for Class A, 1.82% for Class C, 1.32% for Class R3, 0.60% for Class R6 and 1.05% for Trust Class (each as a % of average net assets). As of the Fund’s most recent prospectuses, the Manager was not required to waive or reimburse any expenses pursuant to this arrangement. Absent such arrangements, which cannot be changed without Board approval, the returns may have been lower. Information as of the most recent prospectuses dated December 19, 2022, as amended and supplemented.

Beta is a measure of market-related risk (expressed between 0-1%) of a portfolio compared to that of the overall market, as represented by an index. The lower the beta the lower the sensitivity to the movements of the market, as represented by the index.

Standard Deviation is a statistical measure of portfolio risk. The Standard Deviation describes the average deviation of the portfolio returns from the mean portfolio return over a certain period of time. Standard Deviation measures how wide this range of returns typically is. The wider the typical range of returns, the higher the Standard Deviation of returns, and the higher the portfolio risk.

Up Capture Ratio is a measure of the manager’s performance in up markets relative to the market itself. A value of 110 suggests the manager performs ten percent better than the market when the market is up. During the selected time period, the return for the market for each period is considered an up market period if it is greater than zero. The returns for the manager and the market for all up periods are calculated. The Upside Capture Ratio is calculated by dividing the return of the manager during the up market periods by the return of the market during the same periods.

Down Capture Ratio is a measure of the manager’s performance in down markets relative to the market itself. A value of 90 suggests the manager’s loss is only nine tenths of the market’s loss. During the selected time period the return for the market for each period is considered a down market period if it is less than zero. The returns for the manager and the market for all down periods are calculated. The Downside Capture Ratio is calculated by dividing the return of the manager during the down periods by the return of the market during the same periods. Active Share measures the percentage of mutual fund assets that are invested differently from the benchmark, and will range between 0% and 100%, Funds with an active share below 20% are likely to be pure index funds, while those with an active share between 20% and 60% are considered to be closet index funds.

Portfolio Management Team
Daniel Hanson, CFA
Group Head and Senior Portfolio Manager—U.S. Sustainable Equity
New York
Daniel Hanson, CFA, Group Head and Senior Portfolio Manager—U.S. Sustainable Equity
Daniel Hanson, CFA, Managing Director, joined the firm in January 2022. Dan is the Senior Portfolio Manager and Head of the U.S. Sustainable Equity team. Dan joined Neuberger Berman from Waddell & Reed and Ivy Investments, where he was Chief Investment Officer. Previously, he served as Head of Impact Investing for JANA Partners. Prior to that role, he was Partner and Head of U.S. Equities, and Co-Chair of the Investment Strategy Committee with Jarislowsky Fraser Global Investment Management. Previously, Dan spent 10 years at BlackRock where he launched and managed the firm’s first fundamental, active ESG strategy, the BlackRock Socially Responsible Equity strategy. Dan is involved in a number of initiatives in the area of governance, corporate reporting, and sustainable investing. Dan was a founding member of the board of directors of the Sustainable Accounting Standards Board (“SASB") in 2011. He served on the professional faculty of the University of California-Berkeley Haas School of Business, where he taught sustainable investing from 2016-2019. In that role, he was a judge for the Moskowitz Research Prize, which recognizes outstanding quantitative research in sustainable and responsible investing. Dan received his Bachelor’s Degree in Economics and French from Middlebury College, and earned an MBA, Accounting and Analytic Finance, from The University of Chicago. He is a CFA charterholder.
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