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 R3 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 R3 MF was -2%. For the same stocks of the MF, the average monthly volume growth was 46% and the average quarterly volume growth was 29%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 58
P/E Growth Rating: 56
Price Growth Rating: 51
SMR Rating: 48
Profit Risk Rating: 32
Seasonality Score: 0 (-100 ... +100)