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Neuberger Berman Equity Income R3 (NBHRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.28-0.03 (-0.23%)
As of 08:05AM EDT. Market open.

Neuberger Berman Equity Income R3

New York, NY 10158-0006

605 Third Ave 2nd FL

Neuberger Berman Equity Funds

Management information
Richard S. Levine,Lead manager since 1 November 2006
Richard S. Levine, JD, Managing Director, joined Neuberger Berman Investment Advisers LLC in 1989. Richard is a Portfolio Manager for the MLG Group. Additionally, he has served on the Neuberger Berman Trust Company N.A. Board since its inception. Prior to joining the firm, Richard was a senior vice president, tax attorney and financial planner at Ayco Corporation. He earned a BA from the State University of New York at Binghamton and a JD from Albany Law School.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Value
Fund familyNeuberger Berman
Net assets921.14M
YTD return8.05%
Yield1.44%
Morningstar rating★★
Inception date10 Jan 2022

Fund operations

Last dividend0.10
Last cap gain29.00
Holdings turnover30.00%
Average for categoryN/A

Fees and expenses

ExpenseNBHRXCategory average
Annual report expense ratio (net)1.37%0.90%
Prospectus net expense ratio1.37%N/A
Prospectus gross expense ratio1.37%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A