NBHAX – Fund Analysis – Neuberger Berman Equity Income A | Morningstar

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Will NBHAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBHAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the NBHAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of NBHAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A cohesive team adapts its prudent approach.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Neuberger Berman Equity Income’s veteran team has altered its process to maintain its effectiveness.

by Todd Trubey

Rated on Aug 3, 2023 Published on Aug 3, 2023

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