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NBHEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$13.59
Change
-$0.86 (-5.95%)
Net Assets
945.79M

NBHEX Neuberger Berman Equity Income E Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Merck & Co (NYSE:MRK), AstraZeneca PLC (NASDAQ:AZN), Wells Fargo & Co (NYSE:WFC), ConocoPhillips (NYSE:COP).

Industry description

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.

Market Cap

The average market capitalization across the Neuberger Berman Equity Income E MF is 187.07B. The market cap for tickers in the group ranges from 6.84B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is BRX at 6.84B.

Volume

The average weekly volume growth across all stocks in the Neuberger Berman Equity Income E MF was 18%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was 28%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 64
P/E Growth Rating: 54
Price Growth Rating: 45
SMR Rating: 48
Profit Risk Rating: 34
Seasonality Score: 14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Neuberger Berman Equity Funds605 Third Ave 2nd FLNew York
Phone
N/A
Web
www.nb.com
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NBHEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NBHEX has been closely correlated with DOXGX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if NBHEX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NBHEX
1D Price
Change %
NBHEX100%
N/A
DOXGX - NBHEX
86%
Closely correlated
-0.67%
RMFEX - NBHEX
84%
Closely correlated
-5.03%
RMFCX - NBHEX
84%
Closely correlated
-4.98%
RMEBX - NBHEX
84%
Closely correlated
-4.94%
FFFMX - NBHEX
53%
Loosely correlated
-5.09%
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