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Neuberger Berman Real Estate Tr (NBRFX)

13.72 Up 0.04(0.29%) Apr 22
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Prev Close:13.68
YTD Return*:7.14%
Net Assets*:944.58M
Yield*:1.91%

* As of 31-Mar-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
SPG10.229.21
AMT6.162.24
VNO5.0712.82
EQR4.8013.86
AVB4.3112.01

Fund Basics

Morningstar Overall Rating:
Total Assets:944.58M
Category:Real Estate
Annual Report Expense Ratio (net):1.04%

Performance & Risk

YTD Return:7.14%
5y Avg Return:27.82%
Rank in Category (ytd):91
% Rank in Category (ytd):32.27%
Beta (3y):0.82
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 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
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