Neuberger Berman Real Estate Tr (NBRFX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.04%|
Performance & Risk
|5y Avg Return:||22.26%|
|Rank in Category (ytd):||87|
|% Rank in Category (ytd):||31.18%|
|Morningstar Risk Rating:||3|
The investment seeks total return through investment in real estate securities, emphasizing both capital appreciation and current income.
The fund normally invests at least 80% of net assets in equity securities issued by real estate investment trusts ("REITs") and common stocks and other securities issued by other real estate companies. It defines a real estate company as one that derives at least 50% of revenue from, or has at least 50% of assets in, real estate. The fund may invest up to 20% of net assets in debt securities. It may also invest up to 15% of its net assets in illiquid securities. The fund is non-diversified. View More