Neuberger Berman Real Estate Tr
605 Third Ave 2nd FL New York NY 10158-0006
Map
Phone: 800-877-9700
| Category: | Real Estate | | Fund Family: | Neuberger Berman | | Net Assets: | 68.67M | | Year-to-Date Return: | 16.68% | | Yield: | 3.56% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-02 |
|
Steve S. Shigekawa
Lead Manager since
31-Dec-05 | | | Shigekawa is a vice president of Neuberger Berman Management Inc. and of Neuberger Berman, LLC. He has been an associate portfolio manager since December 2005. Prior to that, he was an analyst since 2002. He held associate analyst positions at two other investment firms from 2000 to 2002. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks total return. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities issued by real estate investment trusts (REITs) and common stocks and other securities issued by other real estate companies. It may invest up to 20% of net assets in debt securities. |
| Last Dividend
(29-Sep-09):
| 0.06 | | Last Cap Gain
(17-Dec-07):
| 2.42 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 109.25% |
|
| Expense | NBRFX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.44% | | Max 12b1 Fee: | 0.10%
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 477 | $633 | | 5 Yr Expense Projection*: |
$ 824 | $984 | | 10 Yr Expense Projection*: |
$ 1,802 | $1,953 |
|
|
2.03% Nasdaq 
Profile
