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Neuberger Berman Equity Income C NBHCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Neuberger Berman Investment Hub

Morningstar’s Analysis NBHCX

Will NBHCX outperform in future?

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

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the NBHCX 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 NBHCX’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 Published on

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