NBHAX : Neuberger Berman Equity Income Fund Class A

NBHAX is a US Stocks Market Large Value with HIGH fees.

NBHAX

Neuberger Berman Equity Income Fund Class A

FI Score

44 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

44% FI Score
  • nbhax
  • Mutual Fund
  • US Stocks
  • Large Value

Neuberger Berman Equity Income Fund Class A

Expenses: 1.06% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks total return emphasizing both current income and capital appreciation. The fund invests mainly in income-oriented equity securities that pay dividends, which may include real estate investment trusts ("REITs"), convertible securities and common stocks. It seeks to generate a current yield that is greater than the average current yield for stocks in the Standard & Poor's 500® Index. The fund may emphasize the real estate and utilities sectors of the market at any given time and may invest up to 40% of its total assets in each of these sectors.

Largest Holdings

Amount Holding
3.16% NextEra Energy Inc
2.96% AstraZeneca PLC ADR
2.78% Bristol-Myers Squibb Company
2.68% JPMorgan Chase & Co
2.61% Johnson & Johnson
2.38% Lockheed Martin Corp
2.34% Dominion Energy Inc
2.30% Crown Castle International Corp
2.29% Maxim Integrated Products Inc
2.29% Paychex Inc
2.27% Verizon Communications Inc
2.18% Coca-Cola Co
2.08% PNC Financial Services Group Inc
1.97% The Home Depot Inc
1.93% TELUS Corp
1.85% Watsco Inc
1.72% Microsoft Corp
1.72% Texas Instruments Inc
1.69% Eaton Corp PLC
1.66% Nextera Energy Partners LP 1.5%
1.60% Rio Tinto PLC ADR
1.59% Alexandria Real Estate Equities Inc
1.57% Equinix Inc
1.56% Caterpillar Inc
1.53% Ferrovial SA

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo