Dow Down 1.40% Nasdaq Down 1.59%

Neuberger Berman Real Estate Tr (NBRFX)

13.81 Down 0.01(0.07%) Oct 1
Prev Close:13.81
YTD Return*:17.52%
Net Assets*:1.04B
Yield*:1.79%

* As of 31-Aug-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
SPG10.1721.49
AMT7.8624.58
EQR5.0729.75
BXP4.9322.08
AVB4.7232.34

Fund Basics

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

Performance & Risk

YTD Return:17.52%
5y Avg Return:17.73%
Rank in Category (ytd):84
% Rank in Category (ytd):30.11%
Beta (3y):0.83
Morningstar Risk Rating:3

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
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