Neuberger Berman Equity Fund Quote

NBHAX Fund  USD 14.86  0.02  0.13%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Neuberger Berman is trading at 14.86 as of the 28th of November 2024; that is 0.13% up since the beginning of the trading day. The fund's open price was 14.84. Neuberger Berman has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Neuberger Berman Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests in income-oriented equity securities that the portfolio managers believe will be able to grow their dividends over time. The portfolio managers strives to deliver a total return with lower volatility relative to the Russell 1000 Value index. More on Neuberger Berman Equity

Moving together with Neuberger Mutual Fund

  0.97NPNEX Neuberger Berman LargePairCorr
  0.96NPNCX Neuberger Berman LargePairCorr
  0.88NPNAX Neuberger Berman LargePairCorr
  0.96NPNRX Neuberger Berman LargePairCorr
  0.96NPRTX Neuberger Berman LargePairCorr

Moving against Neuberger Mutual Fund

  0.54NRCRX Neuberger Berman CorePairCorr
  0.45NRILX Neuberger Berman IntlPairCorr
  0.44NRIQX Neuberger Berman IntPairCorr

Neuberger Mutual Fund Highlights

Fund ConcentrationNeuberger Berman Funds, Large Value Funds, Large Value, Neuberger Berman (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date19th of December 2022
Fiscal Year EndAugust
Neuberger Berman Equity [NBHAX] is traded in USA and was established 28th of November 2024. Neuberger Berman is listed under Neuberger Berman category by Fama And French industry classification. The fund is listed under Large Value category and is part of Neuberger Berman family. This fund now has accumulated 982.22 M in assets with no minimum investment requirementsNeuberger Berman Equity is currently producing year-to-date (YTD) return of 19.53% with the current yeild of 0.02%, while the total return for the last 3 years was 6.47%.
Check Neuberger Berman Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Neuberger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Neuberger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Neuberger Berman Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Neuberger Berman Equity Mutual Fund Constituents

CNPCenterPoint EnergyStockUtilities
JNJJohnson JohnsonStockHealth Care
CCitigroupStockFinancials
QCOMQualcomm IncorporatedStockInformation Technology
GILDGilead SciencesStockHealth Care
BRXBrixmor PropertyStockReal Estate
SRESempra EnergyStockUtilities
ETNEaton PLCStockIndustrials
More Details

Neuberger Berman Equity Risk Profiles

Neuberger Berman Against Markets

Other Information on Investing in Neuberger Mutual Fund

Neuberger Berman financial ratios help investors to determine whether Neuberger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Neuberger with respect to the benefits of owning Neuberger Berman security.
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