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    Neuberger Berman Real Estate Tr (NBRFX)

    13.89 Up 0.05(0.36%) Jul 2
    Prev Close:13.84
    YTD Return*:-2.09%
    Net Assets*:981.34M
    Yield*:2.17%

    * As of 31-May-15

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

    Headlines

    • No Headlines available for NBRFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG8.95N/A
    EQR5.64N/A
    BXP5.55N/A
    AMT5.37N/A
    AVB4.67N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:981.34M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.04%

    Performance & Risk

    YTD Return:-2.09%
    5y Avg Return:12.17%
    Rank in Category (ytd):78
    % Rank in Category (ytd):26.99%
    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
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