Neuberger Berman Equity Income has done well to curb volatility via its unique portfolio construction, earning a Morningstar Analyst Rating of Silver for its cheapest share class, while the more expensive share classes receive Bronze and Neutral ratings.
Will NBHCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of NBHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.