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Morningstar

Neuberger Berman Equity Income C NBHCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.08  /  0.23 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.820%
  • Expense Ratio 1.820%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.46%
  • Turnover 44%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

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.

Consistent income and an attractive risk-reward profile.

Analyst

Summary

| by Jader Dutra

Neuberger Berman Equity Income’s seasoned management team and risk-conscious approach earn it Morningstar Analyst Ratings ranging from Silver to Neutral, depending on fees.

Unlock our full analysis with Morningstar Investor