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Saturday, December 5, 2009, 3:18PM ET - U.S. Markets Closed. Dow Up 0.22% Nasdaq Up 0.98%
Neuberger Berman Real Estate I (NBRIX)On Dec 4: 8.66  Up 0.25 (2.97%)  
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Profile  As of 31-Oct-09Get Profile for:
Neuberger Berman Real Estate I
605 Third Ave 2nd FL New York NY 10158-0006
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Phone: 800-877-9700
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FUND OVERVIEW 
Category:Real Estate
Fund Family:Neuberger Berman
Net Assets:5.09M
Year-to-Date Return:12.43%
Yield:3.79%
Morningstar Rating:5 stars
Fund Inception Date:04-Jun-08
MORNINGSTAR STYLE BOX 
Real Estate
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
Min Initial Investment:$1,000,000
Min Initial Investment, IRA:$1,000,000
Min Initial Investment, AIP:$1,000,000
Min Subsequent Investment:NaN
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:$100
NBRIX can be purchased from 4 brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
Last Dividend (29-Sep-09): 0.06
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 117.01%
FEES & EXPENSES 
ExpenseNBRIXCategory
Avg
Total Expense Ratio:0.85% 1.44%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.41%
Max Deferred Sales Load:% 2.76%
3 Yr Expense Projection*: $ 281$637
5 Yr Expense Projection*: $ 488$981
10 Yr Expense Projection*: $ 1,084$1,955
* Per $10,000 invested


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