Neuberger Berman Equity Fund Quote
| NBHAX Fund | USD 12.85 0.01 0.08% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Neuberger Berman is trading at 12.85 as of the 18th of April 2024; that is -0.08 percent decrease since the beginning of the trading day. The fund's open price was 12.86. Neuberger Berman has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Neuberger Berman Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
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. More on Neuberger Berman Equity
Moving together with Neuberger Mutual Fund
| 0.99 | NPNEX | Neuberger Berman Large | PairCorr |
| 0.99 | NPNCX | Neuberger Berman Large | PairCorr |
| 0.99 | NPNAX | Neuberger Berman Large | PairCorr |
| 0.99 | NPNRX | Neuberger Berman Large | PairCorr |
| 0.99 | NPRTX | Neuberger Berman Large | PairCorr |
| 0.92 | NRACX | Neuberger Berman Socially | PairCorr |
Neuberger Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Neuberger Berman's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Neuberger Berman or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Neuberger Berman Funds, Large Value Funds, Large Value, Neuberger Berman (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 19th of December 2022 |
| Fiscal Year End | August |
Neuberger Berman Equity [NBHAX] is traded in USA and was established 18th of April 2024. Neuberger Berman is listed under Neuberger Berman category by Fama And French industry classification. The fund is listed under Large Value category and is part of Neuberger Berman family. This fund now has accumulated 982.22 M in assets with no minimum investment requirementsNeuberger Berman Equity is currently producing year-to-date (YTD) return of 2.81% with the current yeild of 0.02%, while the total return for the last 3 years was 3.74%.
Check Neuberger Berman Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Neuberger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Neuberger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Neuberger Berman Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Neuberger Berman Equity Mutual Fund Constituents
| BBY | Best Buy Co | Stock | Consumer Discretionary |
| MRK | Merck Company | Stock | Health Care |
| WMT | Walmart | Stock | Consumer Staples |
| RTX | Raytheon Technologies Corp | Stock | Industrials |
| COP | ConocoPhillips | Stock | Energy |
| PFE | Pfizer Inc | Stock | Health Care |
| HP | Helmerich and Payne | Stock | Energy |
Neuberger Berman Target Price Odds Analysis
Based on a normal probability distribution, the odds of Neuberger Berman jumping above the current price in 90 days from now is about 42.29%. The Neuberger Berman Equity probability density function shows the probability of Neuberger Berman mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Neuberger Berman has a beta of 0.8948. This indicates Neuberger Berman Equity market returns are sensitive to returns on the market. As the market goes up or down, Neuberger Berman is expected to follow. Additionally, neuberger Berman Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Neuberger Berman to move above the current price in 90 days from now is about 42.29 (This Neuberger Berman Equity probability density function shows the probability of Neuberger Mutual Fund to fall within a particular range of prices over 90 days) .
Neuberger Berman Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Neuberger Berman market risk premium is the additional return an investor will receive from holding Neuberger Berman long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Neuberger Berman. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Neuberger Berman's alpha and beta are two of the key measurements used to evaluate Neuberger Berman's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4712 | |||
| Semi Deviation | 0.5389 | |||
| Standard Deviation | 0.6305 | |||
| Variance | 0.3975 |
Neuberger Berman Against Markets
Picking the right benchmark for Neuberger Berman mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Neuberger Berman mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Neuberger Berman is critical whether you are bullish or bearish towards Neuberger Berman Equity at a given time. Please also check how Neuberger Berman's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Neuberger Berman without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Aroon OscillatorAnalyze current equity momentum using Aroon Oscillator and other momentum ratios |
| All Next | Launch Module |
How to buy Neuberger Mutual Fund?
Before investing in Neuberger Berman, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Neuberger Berman. To buy Neuberger Berman fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Neuberger Berman. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Neuberger Berman fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Neuberger Berman Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Neuberger Berman Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Neuberger Berman Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Neuberger Berman Equity?
The danger of trading Neuberger Berman Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Neuberger Berman is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Neuberger Berman. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Neuberger Berman Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Neuberger Berman Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Neuberger Berman Equity information on this page should be used as a complementary analysis to other Neuberger Berman's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.