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Neuberger Berman Equity Income Fund Class A (NBHAX)

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13.64 -0.05    -0.37%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Neuberger Berman
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 156.14M
Neuberger Berman Equity Income A 13.64 -0.05 -0.37%

Neuberger Berman Equity Income Fund Class A Overview

 
On this page you'll find an in-depth profile of Neuberger Berman Equity Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of NBHAX among other information.
Category

Large Value

Total Assets

156.14M

Expenses

1.08%

Inception Date

39608

Investment Strategy

The investment seeks total return emphasizing both current income and capital appreciation. The fund invests in income-oriented equity securities that the portfolio managers believe will be able to grow their dividends over time. The portfolio managers strives to deliver a total return with lower volatility relative to the Russell 1000® Value index. The fund may invest in real estate investment trusts (“REITs”) and other real estate companies, convertible securities (including convertible preferred stock, which receives preference in the payment of dividends) and common stocks.

Contact Information

Address 1290 Avenue of the Americas
New York,NY 10104
United States
Phone 800-866-6264
Fax 212-476-9192

Top Executives

Name Title Since Until
Shawn Trudeau Senior Vice President 2018 Now
Biography Mr Trudeau joined Neuberger Berman Investment Advisers LLC in 2011 and has been an Associate Portfolio manager since 2012.
William D. Hunter Managing Director 2012 Now
Biography William D. Hunter, Managing Director, joined the Neuberger Berman Investment Advisers LLC in 2006. Will is a member of the MLG Group and serves as Portfolio Manager for the Global Thematic Opportunities strategy and Associate Portfolio Manager on the Equity Income strategy. Prior to joining the firm, Will worked at JPMorgan's Investment Bank as an analyst in Chemical Equity Research after working in Equity Specialty Sales in Energy and Industrials. Will received his BA from Columbia University.
Alexandra Pomeroy Portfolio Manager 2006 Now
Biography Sandy M. Pomeroyis a Managing Director of the Neuberger Berman Investment Advisers. She has been a Portfolio Manager with the firm since 2005. Sandy is a Portfolio Manager for the MLG Group where she manages portfolios for high-net-worth individuals and institutions. Prior to joining the firm, she spent five years at JP Morgan and prior to that, five years at Brown Brothers Harriman. Sandy received a BA from Colgate University.
Richard S. Levine Managing Director 2006 Now
Biography Richard S. Levine, JD, Managing Director, joined Neuberger Berman Investment Advisers LLC in 1989. Richard is a Portfolio Manager for the MLG Group. Additionally, he has served on the Neuberger Berman Trust Company N.A. Board since its inception. Prior to joining the firm, Richard was a senior vice president, tax attorney and financial planner at Ayco Corporation. He earned a BA from the State University of New York at Binghamton and a JD from Albany Law School.
Anthony M. Gleason Portfolio Manager 2006 2016
Biography Anthony Gleason, CFA, is a Managing Director of Neuberger Berman Management LLC and Neuberger Berman LLC. He has been a Portfolio Manager with the firm since 1999 and has served as Portfolio Manager in 2011. Previously, Gleason is vice president and portfolio manager with Chase Asset Management, his employer since 1995. From 1986 to 1995, he served as a vice president and portfolio manager with Prudential Investment Advisors. Prior to that, he worked as an investment analyst at Chubb Life Insurance Company and as an organic chemist for Exxon Research. Gleason holds the Chartered Financial Analyst designation.
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