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Neuberger Berman Equity Income E NBHEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Neuberger Berman Investment Hub

Morningstar’s Analysis NBHEX

Will NBHEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBHEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBHEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NBHEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A cohesive team adapts its prudent approach.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Neuberger Berman Equity Income’s veteran team has slightly altered its process in recent years, but the approach maintains its long-term effectiveness. The following text is from Aug. 3, 2023.

by Todd Trubey
Rated on Published on

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