Morningstar

Neuberger Equity Income Fund I Class NBHIX

Medalist Rating as of Jul 14, 2026 See Neuberger Investment Hub

Strategy

The investment seeks total return emphasizing both current income and capital appreciation. The fund invests in income-oriented equity securities that the portfolio managers believe will be able to grow their dividends over time. The portfolio managers strives to deliver a total return similar to the Russell 1000® Value Index with lower volatility relative to the Russell 1000® Value Index. Additionally, the fund seeks to generate a current yield that is greater than the average current yield for stocks in the Russell 1000® Value Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NBHEX	Neuberger Equity Income Fund E class	No Load	Open			Jan 11, 2022	$41.47M	0.060%	Low	$0	−$9.88M
NBHIX	Neuberger Equity Income Fund I Class	Institutional	Open			Nov 2, 2006	$796.25M	0.720%	Above Average	$1M	−$30.51M
NBHAX	Neuberger Equity Income Fund A Class	Front Load	Open			Jun 9, 2008	$187.70M	1.090%	Above Average	$1,000	$14.06M
NBHCX	Neuberger Equity Income Fund C Class	Level Load	Open			Jun 9, 2008	$6.92M	1.840%	Above Average	$1,000	−$33.10M
NBHRX	Neuberger Equity Income Fund R3 Class	Retirement, Medium	Open			Jun 21, 2010	$1.06M	1.370%	High	$0	$58,395.79

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