• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.37% Nasdaq Up 0.12%

    Neuberger Berman Real Estate Tr (NBRFX)

    14.35 Up 0.09(0.63%) Jul 31
    Prev Close:14.35
    YTD Return*:-6.26%
    Net Assets*:896.60M
    Yield*:2.34%

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for NBRFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG8.68N/A
    AMT6.10N/A
    EQR5.81N/A
    BXP5.59N/A
    AVB4.85N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:896.6M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.04%

    Performance & Risk

    YTD Return:-6.26%
    5y Avg Return:12.30%
    Rank in Category (ytd):74
    % Rank in Category (ytd):25.78%
    Beta (3y):0.43
    Morningstar Risk Rating:2

    Fund Summary

    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 its net assets in equity securities issued by real estate investment trusts ("REITs") and common stocks and other securities issued by other real estate companies. The managers define a real estate company as one that derives at least 50% of its revenue from, or has at least 50% of its assets in, real estate. The fund may invest up to 20% of its 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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback