Dow Up 0.36% Nasdaq Up 0.12%

Neuberger Berman Real Estate Tr (NBRFX)

14.74 0.00(0.00%) Aug 21
Prev Close:14.74
YTD Return*:13.76%
Net Assets*:1.02B
Yield*:1.85%

* As of 31-Jul-14

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

Headlines

» More Headlines for NBRFX

Top Holdings

Symbol% AssetsYTD Return %
SPG10.0918.87
AMT6.4819.03
BXP4.9919.64
EQR4.8525.56
AVB4.5327.72

Fund Basics

Morningstar Overall Rating:
Total Assets:1.02B
Category:Real Estate
Annual Report Expense Ratio (net):1.04%

Performance & Risk

YTD Return:13.76%
5y Avg Return:19.93%
Rank in Category (ytd):87
% Rank in Category (ytd):31.18%
Beta (3y):0.82
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 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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback