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Morningstar

Neuberger Berman Equity Income R3 NBHRX

Morningstar Analyst Rating
Analyst rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 12.99  /  0.84 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.89%
  • Turnover 44%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis NBHRX

Will NBHRX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBHRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NBHRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of NBHRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Consistent income and an attractive risk-reward profile.

Analyst

Summary

| by Jader Dutra

Neuberger Berman Equity Income’s seasoned management team and risk-conscious approach earn it Morningstar Analyst Ratings ranging from Silver to Neutral, depending on fees.

Unlock our full analysis with Morningstar Investor