About NBHIX
The Neuberger Berman Equity Income Fund Institutional Class is a mutual fund designed to provide investors with a blend of current income and long-term capital appreciation. As an all-cap equity fund, it primarily invests in a carefully selected portfolio of dividend-paying stocks, complemented at times by convertible bonds, focusing on companies with the potential to sustain and grow their dividends over time. By targeting income-oriented equities, the fund strives to deliver a higher yield and lower volatility profile compared to broad equity indices, aiming for attractive risk-adjusted returns throughout varying market cycles.
Managed by an experienced team with a history of prudent, research-driven security selection, the fund is recognized for its ability to participate in equity market upside while mitigating downside risks. Its diversified portfolio often includes holdings across healthcare, financial services, energy, and industrials, reflecting a sector-balanced approach. With a long-term track record of outperformance relative to its large value category peers, the Neuberger Berman Equity Income Fund Institutional Class plays a significant role for investors seeking both income and stability in their equity investments.
Fund Family Neuberger Berman
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NBHIX
Share Class Institutional Class
Index Russell 1000 Value TR
NBHIX had a total return of 7.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.76%.
