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NBHRX Neuberger Berman Equity Income R3 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 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 -12%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 67%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 52
Price Growth Rating: 33
SMR Rating: 48
Profit Risk Rating: 34
Seasonality Score: 20 (-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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NBHRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NBHRX has been closely correlated with DOXGX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if NBHRX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NBHRX
1D Price
Change %
NBHRX100%
+0.61%
DOXGX - NBHRX
87%
Closely correlated
+0.69%
VIVIX - NBHRX
84%
Closely correlated
+0.77%
VVIAX - NBHRX
84%
Closely correlated
+0.77%
VIVAX - NBHRX
84%
Closely correlated
+0.79%
RMFEX - NBHRX
84%
Closely correlated
+0.61%
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