Neuberger Berman Equity Income Fund

Scorecard
1 / 5 Stars
Lipper
1 1 5 1 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 329 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 7.44 percent over the past year, 8.04 percent over the past three years, and 16.68 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 4.6%
1 Year 7.4%
3 Years (Annualized) 8.0%
5 Years (Annualized) 16.7%
10 Years (Annualized) N/A

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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 ("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

Fees are Low compared to funds in the same category.
Neuberger Berman Equity Income Fund has an expense ratio of 1.41 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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