Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Neuberger Berman AMT Sustainable Eq S
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Above Avg Below Avg 1288
5-Year Average Below Avg 1186
10-Year Average Below Avg 892
Overall Average Below Avg 1288
Morningstar Category: Large Blend | Number of Funds in Category: 1288
Data through 2024-10-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 16.39
Mean 8.73
Sharpe Ratio 0.36
Trailing 3-Yr as of 2024-10-31
  Modern Portfolio Theory Statistics
Best Fit Index
S&P 500 TR USD
R-Squared 97
Beta 0.94
Alpha -0.08
Trailing 3-Yr as of 2024-10-31
  Principal Risks   
Currency, Foreign Securities, Loss of Money, Not FDIC Insured, Nondiversification, Value Investing, Issuer, Temporary Defensive Measures, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Other, Pricing, Socially Conscious, Increase in Expenses, Shareholder Activity, Management, Mid-Cap, Large Cap
Show Risk Definitions
  Investment Risks
There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund.
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.