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Neuberger Berman Equity Income R3 NBHRX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 12.58  /  0.08 %
  • Total Assets 887.1 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 1.57%
  • Turnover 30%

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

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Portfolio Holdings NBHRX

  • Current Portfolio Date
  • Equity Holdings 62
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.85
33,987,492
Healthcare
3.29
29,075,908
Energy
3.02
26,658,125
Financial Services
3.01
26,535,710
Industrials
2.95
26,001,262
Healthcare
2.81
24,758,332
Utilities
2.69
23,768,860
Basic Materials
2.63
23,221,339
Industrials

Brixmor Property Group Inc

2.63
23,217,546
Real Estate
2.58
22,741,775
Financial Services