2 / 5 Stars
1 1 5 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 16.23 percent over the past year, 9.88 percent over the past three years, and 15.68 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.2%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||15.7%|
|10 Years (Annualized)||N/A|
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 ("REITs"), convertible securities and common stocks. It 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. The fund may emphasize the real estate and utilities sectors of the market at any given time and may invest up to 40% of its total assets in each of these sectors.
Fees are Low compared to funds in the same category.
Neuberger Berman Equity Income Fund has an expense ratio of 0.68 percent.
Risk is Low compared to funds in the same category according to Morningstar.