Neuberger Berman Sustainable Equity Fund (NBSRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NBSRX
NBSRX charges 0.85% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among NBSRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | NBSRX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | NBSRX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | NBSRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | NBSRX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | NBSRX vs SSSYX |
Best Risk-Adjusted Alternatives to NBSRX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | NBSRX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | NBSRX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | NBSRX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | NBSRX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | NBSRX vs DHAMX |
Top Performing NBSRX Alternatives (YTD)
NBSRX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | NBSRX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | NBSRX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | NBSRX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | NBSRX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | NBSRX vs RCKSX |
Lowest Volatility Alternatives to NBSRX
NBSRX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | NBSRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | NBSRX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | NBSRX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | NBSRX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | NBSRX vs QUERX |
Lowest Drawdown Alternatives to NBSRX
NBSRX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | NBSRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | NBSRX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | NBSRX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | NBSRX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | NBSRX vs GQEIX |
Other Mutual Funds from Neuberger Berman
Most popular Neuberger Berman mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | Long-Short | 22 | -3.63% | Dec 28, 2011 | NBSRX vs NLSIX | |
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 7 | -1.46% | Sep 27, 1988 | NBSRX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 67 | 25.95% | Mar 26, 2013 | NBSRX vs NML | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 21 | -11.52% | Jun 1, 1950 | NBSRX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 82 | 4.11% | Jan 20, 1975 | NBSRX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 10 | -9.00% | Mar 1, 1979 | NBSRX vs NMANX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 81 | -1.42% | Jul 10, 2003 | NBSRX vs NSTLX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 7 | -1.41% | Jul 1, 1999 | NBSRX vs NBGIX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 68 | -0.86% | May 10, 2010 | NBSRX vs NINLX | |
| Neuberger Berman Multi-Cap Opportunities Fund | Large Cap Blend Equities | 28 | -6.40% | Nov 2, 2006 | NBSRX vs NMULX |
Often Compared With NBSRX
What investors most often compare with NBSRX, 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.