Dow Down 1.29% Nasdaq Down 3.25%

Neuberger Berman Real Estate Tr (NBRFX)

12.97 Down 0.31(2.33%) Feb 5
Prev Close:13.28
YTD Return*:-3.68%
Net Assets*:698.62M
Yield*:2.28%

* As of 31-Jan-16

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

Headlines

  • No Headlines available for NBRFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG8.21N/A
EQR6.07N/A
PSA5.76N/A
AMT5.35N/A
AVB5.19N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:698.62M
Category:Real Estate
Annual Report Expense Ratio (net):1.04%

Performance & Risk

YTD Return:-3.68%
5y Avg Return:8.70%
Rank in Category (ytd):33
% Rank in Category (ytd):11.7%
Beta (3y):0.52
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
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