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Neuberger Berman Equity Income A (NBHAX) Fund Ranking and Research

Ranking, Research and Recommendation of Neuberger Berman Equity Income A (NBHAX) Fund

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Graph of Neuberger Berman Equity Income A Fund (NBHAX) ManagerFund Manager - William S. Hunter

Fund Manager Information

Fund Manager Tenure: 7.6 years
Similar Funds: NBHCX  NBHIX  NBHRX 
Fund Family: Neuberger Berman
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

Graph of Neuberger Berman Equity Income A Fund (NBHAX) ProfileNeuberger Berman Equity Income A Fund (NBHAX) Profile

Fund Profile and Description

Neuberger Berman Equity Income A Fund seeks total return emphasizing both current income and capital appreciation. Neuberger Berman Equity Income A Fund invests mainly in income-oriented equity securities that pay dividends, which may include real estate investment trusts, convertible securities, Canadian income trusts, master limited partnership units and common stocks. It may invest in companies of any market capitalization. Neuberger Berman Equity Income A Fund seeks to generate a current yield that is greater than the average current yield for stocks in the Standard & Poor's 500 Composite Stock index. It normally invests at least 80% of net assets, plus the amount of any borrowings, in equity securities.

 

Neuberger Berman Equity Income A (NBHAX) Fund Strength What we like about Neuberger Berman Equity Income A (NBHAX) Fund

Data for Neuberger Berman Equity Income A Fund (NBHAX) as of May 30, 2016

  • Neuberger Berman Equity Income A Fund (NBHAX) management has been with Neuberger Berman Equity Income A Fund for 7.6 years
  • Neuberger Berman Equity Income A Fund (NBHAX) has good short-term performance (1-year return -0.32% vs -2.36% Large Value category median performance)
  • Neuberger Berman Equity Income A Fund (NBHAX) ratio of up-years vs down years is greater than 2
  • Neuberger Berman Equity Income A Fund (NBHAX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.69, lower than category average of 11.7
  • Neuberger Berman Equity Income A Fund (NBHAX) has a lower expense ratio than its Large Value average: 1.05% vs 1.10%

Neuberger Berman Equity Income A Fund (NBHAX) Weakness What we are cautious about Neuberger Berman Equity Income A (NBHAX) Fund

Data for Neuberger Berman Equity Income A Fund (NBHAX) as of May 30, 2016

  • Neuberger Berman Equity Income A Fund (NBHAX) has a less-than-ideal mid-term performance (3-year return 5.90% vs 7.81% Large Value category median performance)
  • Neuberger Berman Equity Income A Fund (NBHAX) has a less-than-ideal Long-term performance (5-year return 6.15% vs 9.15% Large Value category median performance)
  • Neuberger Berman Equity Income A Fund (NBHAX) has a Morningstar rating of 3 and below
  • Neuberger Berman Equity Income A Fund (NBHAX) is less safe compared to its Large Value peers
  • Neuberger Berman Equity Income A Fund (NBHAX) has an annual stock turnover rate of 48.00% that is higher than the Large Value average of 44.24%. This could mean Neuberger Berman Equity Income A is more nimble, but also signal potential high tax impact and high trading fees
  • Neuberger Berman Equity Income A Fund (NBHAX) carries a 5.75% load
See Neuberger Berman Equity Income A Fund (NBHAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Neuberger Berman Equity Income A Fund (NBHAX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Neuberger Berman Equity Income A6.44-0.325.906.15
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Neuberger Berman Equity Income A Fund (NBHAX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Neuberger Berman Equity Income A Fund (NBHAX) Net Asset TrackingNeuberger Berman Equity Income A (NBHAX) Fund Net Asset

Track net asset change of Neuberger Berman Equity Income A fund (NBHAX)

DateNet Asset
05/2016$1.67B
03/2016$1.78B
02/2016$1.68B
More historic net asset information on Neuberger Berman Equity Income A Fund (NBHAX)

  

Graph of Neuberger Berman Equity Income A Fund (NBHAX) Portfolio TrackingNeuberger Berman Equity Income A (NBHAX) Fund Portfolio Allocation

Track portfolio allocation change of Neuberger Berman Equity Income A fund (NBHAX)

DateCashStockBondOther
04/20160.53%92.55%2.17%0%
01/20161.41%90.45%2.19%0%
12/20150%92.47%2%0.01%
Click here to see more historic asset allocation information on Neuberger Berman Equity Income A Fund (NBHAX)

 

graph of Neuberger Berman Equity Income A Fund (NBHAX) Top 10 Position TrackingTop 10 Holdings in Neuberger Berman Equity Income A (NBHAX) Fund

Discover what Neuberger Berman Equity Income A Fund (NBHAX) manager is buying

Apr 29, 2016
NextEra Energy, Inc. Common Sto [2.74%]
Exelon Corporation Common Stock [2.59%]
Cisco Systems, Inc. [2.54%]
WEC Energy Group, Inc. Common S [2.36%]
Regal Entertainment Group Class [2.36%]
Entergy Corporation Common Stoc [2.33%]
Equinix, Inc. [2.3%]
JP Morgan Chase & Co. Common St [2.25%]
Johnson & Johnson Common Stock [2.24%]
Ameren Corporation Common Stock [2.24%]

Jan 30, 2016
NextEra Energy, Inc. Common Sto [2.74%]
WEC Energy Group, Inc. Common S [2.59%]
Exelon Corporation Common Stock [2.51%]
JP Morgan Chase & Co. Common St [2.4%]
Simon Property Group, Inc. Comm [2.34%]
PNC Financial Services Group, I [2.33%]
Johnson & Johnson Common Stock [2.29%]
Equinix, Inc. [2.29%]
DTE Energy Company Common Stock [2.27%]
Cisco Systems, Inc. [2.25%]

Dec 30, 2015
NextEra Energy, Inc. Common Sto [3.22%]
WEC Energy Group, Inc. Common S [2.66%]
JP Morgan Chase & Co. Common St [2.5%]
Microsoft Corporation [2.49%]
CME Group Inc. [2.46%]
General Electric Company Common [2.42%]
PNC Financial Services Group, I [2.41%]
Simon Property Group, Inc. Comm [2.3%]
Cisco Systems, Inc. [2.3%]
Johnson & Johnson Common Stock [2.28%]
Click here for Stock Holding Change Map in Neuberger Berman Equity Income A Fund (NBHAX)

  

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Neuberger Berman Equity Income A Fund (NBHAX) Related ResourcesSee more information on Neuberger Berman Equity Income A (NBHAX) Fund

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