NBHAX Rating, Research - Neuberger Berman Equity Income A

Neuberger Berman Equity Income A (nbhax)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

BUY

SWOT Statistics

Strengths + Opportunities = 27

Threats + Weaknesses = 14

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nbhax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Neuberger Berman Equity Income A (NBHAX) Description: NBHAX is a mutual fund, which is an investment that owns a basket of assets. The NBHAX mutual fund was provided by Neuberger Berman and this investment vehicle derives the majority of its value from equity holdings (stocks). Neuberger Bermans mutual fund has a medium management tenure and is in the average fund size classification. NBHAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. NBHAXs expense ratio is roughly 1%. The latest NBHAXs front end load was 6% and the back end load was 0%. The Neuberger Berman Equity Income A (NBHAX) mutual fund falls under the mid-cap value category. NBHAX focuses its investments in USA and NBHAX is not affiliated with a particular industry or fund sector. The Neuberger Berman Equity Income A (NBHAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NBHAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NBHAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide a high level of income and moderate long-term capital appreciation. The fund employs a passive managementor indexing investment approach designed to track the performance of the MSCI® US REIT Index. The index is composed of stocks (see stock research) of publicly traded equity real estate investment trusts (known as REITs). The fund attempts to replicate the index by investing all, or substantially all, of its assets in the stocks (see stock research) that make up the index, holding each stock in approximately the same proportion as its weighting in the index.


Management Analysis Update

Neuberger Berman Equity Income A's management team has a long history of working together. This helps ensure consistent future returns.


Performance Analysis Update