Neuberger Berman Equity Fund Quote
| NBHRX Fund | USD 13.53 0.81 5.65% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Neuberger Berman is trading at 13.53 as of the 18th of December 2024; that is 5.65% down since the beginning of the trading day. The fund's open price was 14.34. Neuberger Berman has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 29th of December 2022 and ending today, the 18th of December 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
| 0.89 | NPNCX | Neuberger Berman Large | PairCorr |
| 0.88 | NPNAX | Neuberger Berman Large | PairCorr |
| 0.9 | NPNRX | Neuberger Berman Large | PairCorr |
| 0.9 | NPRTX | Neuberger Berman Large | PairCorr |
| 0.64 | NRARX | Neuberger Berman Socially | PairCorr |
Moving against Neuberger Mutual Fund
Neuberger Mutual Fund Highlights
| Fund Concentration | Neuberger Berman Funds, Large Value Funds, Large Value, Neuberger Berman (View all Sectors) |
| Update Date | 31st of December 2024 |
Neuberger Berman Equity [NBHRX] is traded in USA and was established 18th of December 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 1.59 B in assets with no minimum investment requirementsNeuberger Berman Equity is currently producing year-to-date (YTD) return of 15.8% with the current yeild of 0.01%, while the total return for the last 3 years was 5.28%.
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
| CSCO | Cisco Systems | Stock | Information Technology | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| FL | Foot Locker | Stock | Consumer Discretionary | |
| WY | Weyerhaeuser | Stock | Real Estate | |
| MRK | Merck Company | Stock | Health Care | |
| NEE | Nextera Energy | Stock | Utilities | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| COP | ConocoPhillips | Stock | Energy |
Neuberger Berman Equity Risk Profiles
| Mean Deviation | 0.485 | |||
| Standard Deviation | 0.8805 | |||
| Variance | 0.7752 | |||
| Risk Adjusted Performance | (0.05) |
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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