Back to top
more

Neuberger Berman Equity Income Fund Class A: (MF: NBHAX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$14.20 USD

-0.04 (-0.28%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for NBHAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Research Report

Fund Description

The fund was incepted in February 1992 and is managed by Neuberger Berman Management. The fund seeks high total returns consistent with capital preservation by investing primarily in a diversified portfolio of U.S. intermediate-term high-yield corporate bonds (including those sometimes known as junk bonds) with maturities of 10 years or less. High-yield bonds are rated below investment grade, or if unrated, are bonds deemed by the portfolio management group to be of comparable quality. The portfolio is broadly diversified by number of issuers and industry. The manager typically does not allow a single position to comprise more than 3% of total portfolio assets, with most positions representing approximately 1% of total assets. On average, the portfolio holds between 100 to 120 issues, with no single industry typically representing more than 15% of total assets. The fund distributes capital gains annually (in December) and dividends monthly.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Neuberger Berman Equity Income A NBHAX 5.75 NA 0.00 0.25 0.77 1.09

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Neuberger Berman Equity Income Ins NBHIX 14.06 7/16/2008 1.82 18.69 6.79 8.85
Neuberger Berman Equity Income A NBHAX 14.22 7/16/2008 1.52 18.29 6.38 8.44
Neuberger Berman Equity Income C NBHCX 13.89 7/16/2008 0.84 17.40 5.60 7.64
Neuberger Berman Equity Income R3 NBHRX 13.97 6/21/2010 1.31 17.93 6.08 8.12

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Neuberger Berman Equity Income A NBHAX 1000 100 0 Q

Contact Information

Family Neuberger
Address 605 3rd Ave, 2nd Fl
New York, NY 10158-0180
Phone 877 877-9700