Neuberger Equity Income FundNBHAX

MUTUAL FUNDNeuberger Berman
Type
Mutual fund
Peer group
Global equity
Net assets
$1.1B
Expense ratio
1.09%
1-year return
+24.1%
3 years, a year
+16.4%
5 years, a year
+12.1%
Holdings
75

What it aims to do.

The Fund seeks total return emphasizing both current income and capital appreciation.

Top 10 holdings.

Holding% of fund
AEM Agnico Eagle Mines Ltd4.87%
JOBY AstraZeneca PLC3.19%
JOBY Valterra Platinum Ltd3.11%
WFC Wells Fargo & Co2.95%
XOM Exxon Mobil Corp2.89%
JPM JPMorgan Chase & Co2.86%
BRX Brixmor Property Group Inc2.72%
Roche Holding AG2.62%
EMR Emerson Electric Co2.57%
CNP CenterPoint Energy Inc2.56%

More on NBHAX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.