Neuberger Berman Sustainable Equity Fund (NBSRX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NBSRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NBSRX
NBSRX charges 0.85% annually. There are 254 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | NBSRX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | NBSRX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | NBSRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | NBSRX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.69B | May 1997 | NBSRX vs SWPPX |
Best Risk-Adjusted Alternatives to NBSRX
NBSRX has a PortfoliosLab risk / return rank of 78. There are 42 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | NBSRX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | NBSRX vs VPCCX | |
| Pin Oak Equity | 91 | — | Aug 1992 | NBSRX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | NBSRX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | NBSRX vs VPMAX |
Top Performing NBSRX Alternatives (YTD)
NBSRX is at 15.65% YTD. There are 23 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 27.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 27.33% | 17.20B | Dec 2004 | NBSRX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 26.31% | — | Nov 2004 | NBSRX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.29% | — | Jan 1995 | NBSRX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.29% | — | Dec 2015 | NBSRX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.80% | 92.00B | Nov 2001 | NBSRX vs VPMAX |
Lowest Volatility Alternatives to NBSRX
NBSRX has 14.63% 1-year volatility. There are 344 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | NBSRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | NBSRX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | NBSRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | NBSRX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | NBSRX vs JEPIX |
Lowest Drawdown Alternatives to NBSRX
NBSRX has a 1-year max drawdown of -10.03%. There are 265 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | NBSRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | NBSRX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | NBSRX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | NBSRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | NBSRX vs QUERX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NBGNX, NML, NLSIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 11 | 11.72% | — | Sep 1988 | NBSRX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 53 | 25.88% | — | Mar 2013 | NBSRX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 23 | 2.24% | — | Dec 2011 | NBSRX vs NLSIX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 18 | 6.03% | — | Jun 1950 | NBSRX vs NGUAX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 39 | 0.44% | — | Jul 2003 | NBSRX vs NSTLX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 94 | 19.94% | — | Jan 1975 | NBSRX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 6.07% | — | Mar 1979 | NBSRX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 19 | 15.33% | — | May 2021 | NBSRX vs NBXG | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 86 | 22.84% | — | May 2010 | NBSRX vs NINLX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 11 | 11.82% | — | Jul 1999 | NBSRX vs NBGIX |
Often Compared With NBSRX
Investors most often compare NBSRX with BTMFX, ^GSPC, FITLX. These 20 comparison targets span 17 categories, based on PortfoliosLab usage data.
Compare NBSRX with Any Fund or Stock
Compare NBSRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NBSRX with funds that move differently
Neuberger Berman Sustainable Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBSRX.
Explore NBSRX Diversifiers