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Neuberger Berman Equity Income R3 NBHRX

Analyst rating as of
NAV / 1-Day Return
14.03  /  1.13 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.340%
Expense Ratio
1.340%
Fee Level
Above Average
Longest Manager Tenure
15.22 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.31%
Turnover
35%
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Morningstar’s Analysis

Will NBHRX outperform in future?

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

A mild-mannered value option.

Summary

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Neuberger Berman Equity Income’s unique portfolio curbs volatility, but uncompetitive fees limit the appeal of some of its share classes. The cheapest share class earns a Morningstar Analyst Rating of Silver, while the more expensive ones receive Bronze and Neutral ratings.

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