About NBHEX
Neuberger Berman Equity Income Fund E is an open-end mutual fund designed to provide investors with a blend of current income and equity-like capital appreciation, aiming for lower volatility than broad equity markets. Primarily categorized as a large value fund, it focuses on income-oriented equity securities that possess the potential for stable or growing dividends over time. The portfolio is diversified across sectors, with significant holdings in areas such as basic materials, industrials, technology, financial services, healthcare, real estate, and utilities. Notably, the fund benchmarks its performance against indices like the Russell 1000 Value and S&P 500, striving to generate total returns and current yields that are competitive, yet delivered with less volatility than these broad benchmarks. Managed by a veteran team, the fund maintains a disciplined approach to dividend stability and growth, with a notable emphasis on avoiding companies with a history of dividend cuts. This strategy positions the Neuberger Berman Equity Income Fund E as a core portfolio holding for investors seeking reliable income and growth characteristics within the U.S. equity market.
Fund Family Neuberger Berman
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol NBHEX
Share Class Class E Shares
Index Russell 1000 Value TR
NBHEX had a total return of 18.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.38%.
