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Dec 10: 9.50  Up 0.05 (0.53%)  

Neuberger Berman Equity Income Inst (NBHIX)

NEUBERGER BERMAN EQUITY INCOME

Net Asset Value:9.50
Trade Time:Dec 10
Change:Up 0.05 (0.53%)
Prev Close:9.50
YTD Return*:23.61%
Net Assets*:29.45M
Yield*:2.19%

* As of 30-Nov-09

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  • No Headlines available for NBHIX at this time.

Reports

  • No Reports available for NBHIX at this time.

Fund Basics

Morningstar Overall Rating:
Total Assets:29.45M
Category:Mid-Cap Value
Total Expense Ratio:%

Performance & Risk

YTD Return:23.61%
5y Avg Return:N/A
Rank in Category (ytd):310
% Rank in Category (ytd):73.81%
Beta (3y):0.76
Morningstar Risk Rating:Low

Fund Summary

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. View More

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