Neuberger Berman Equity Income Inst
605 Third Ave 2nd FL New York NY 10158-0006
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Phone: 800-366-6264
| Category: | Mid-Cap Value | | Fund Family: | Neuberger Berman | | Net Assets: | 27.45M | | Year-to-Date Return: | 18.07% | | Yield: | 2.30% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Nov-06 |
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Alexandra Pomeroy
Lead Manager since
07-Oct-06 | | | Pomeroy is a vice president of Neuberger Management Inc. and a senior vice president of Neuberger berman LLC. She has been a portfolio manager with the firm since 2005. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $1,000,000 | | Min Initial Investment, AIP: | $1,000,000 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks total return emphasizing both current income and capital appreciation. The fund invests mainly in income-oriented equity securities that pay dividends, which may include real estate investment trusts, convertible securities, Canadian income trusts, master limited partnership units and common stocks. It may invest in companies of any market capitalization. The fund seeks to generate a current yield that is greater than the average current yield for stocks in the Standard & Poor's 500 Composite Stock index. It normally invests at least 80% of net assets, plus the amount of any borrowings, in equity securities. |
| Last Dividend
(29-Sep-09):
| 0.07 | | Last Cap Gain
(15-Dec-08):
| 0.07 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.15% |
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| Expense | NBHIX | Category
Avg | | Total Expense Ratio: | 0.85%
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 271 | $661 | | 5 Yr Expense Projection*: |
$ 1,054 | $1,033 | | 10 Yr Expense Projection*: |
$ 3,122 | $2,042 |
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