Neuberger Berman Equity Income’s unique portfolio curbs volatility, but uncompetitive fees limit the appeal of some of its share classes. The cheapest share class earns a Morningstar Analyst Rating of Silver, while the more expensive ones receive Bronze and Neutral ratings.
Will NBHIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBHIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NBHIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NBHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.