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Neuberger Berman Equity Income R3 NBHRX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 13.43  /  +1.83 %
  • Total Assets 933.8 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.53%
  • Turnover 30%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis NBHRX

Will NBHRX outperform in future?

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

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NBHRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Merck & Co Inc

4.01 35.8 Mil
Healthcare

Wells Fargo & Co

3.31 29.5 Mil
Financial Services

ConocoPhillips

3.28 29.3 Mil
Energy

Eaton Corp PLC

3.06 27.3 Mil
Industrials

Ferrovial SE

2.92 26.1 Mil
Industrials

Emerson Electric Co

2.89 25.8 Mil
Industrials

AstraZeneca PLC ADR

2.80 25.0 Mil
Healthcare

CenterPoint Energy Inc

2.73 24.4 Mil
Utilities

JPMorgan Chase & Co

2.72 24.3 Mil
Financial Services

Brixmor Property Group Inc

2.62 23.4 Mil
Real Estate