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NBSTX Neuberger Berman Socially Rspns Tr

2 lower fee alternatives found

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Fund NBSTX Neuberger Berman Socially Rspns Tr BIAWX Brown Advisory Sustainable Growth Inv PARWX Parnassus Endeavor Investor  
100% 89% 85%
Annual Fees
(1.03% Exp. Ratio)
(0.90% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$38,014.26 $39,541.13 $38,946.98
Est. savings over 30 yrs +$1,526.87 +$932.72
As of 9/30/16
1 YR RETURN 12.38%
3 YR 8.41%
5 YR 14.51%
10 YR 6.84%
1 YR RETURN 14.71%
3 YR 12.02%
5 YR --
10 YR --
1 YR RETURN 20.41%
3 YR 14.69%
5 YR 20.24%
10 YR 11.96%
The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's financial criteria and social policy. The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the fund's social policy. It seeks to reduce risk by investing across many different industries. The Portfolio Managers employ a research driven and valuation sensitive approach to stock selection, with a long term perspective.
The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of environmentally sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC (the "Adviser") believes (1) have prospects for above average earnings growth in the future, and (2) effectively implement environmentally sustainable business strategies to drive their earnings growth. Medium and large capitalization companies are those companies with market capitalizations generally greater than $2 billion at time of purchase.
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in companies believed by the fund's investment adviser to provide good workplaces for their employees. Companies with good workplaces usually are able to recruit and retain better employees, and perform at a higher level than competitors in terms of innovation, productivity, customer loyalty and profitability. These companies must, in the adviser's opinion, be undervalued, but they must also have good prospects for long-term capital appreciation over the course of the expected holding period.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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