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 Dow Down 1.88% Nasdaq Down 2.09%

Neuberger Berman Real Estate Tr (NBRFX)

14.23 Down 0.23(1.59%) Jul 31
Prev Close:14.46
YTD Return*:14.24%
Net Assets*:1.02B
Yield*:1.84%

* As of 30-Jun-14

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

Headlines

ยป More Headlines for NBRFX

Top Holdings

Symbol% AssetsYTD Return %
SPG10.0918.32
AMT6.4813.22
BXP4.9919.38
EQR4.8523.98
AVB4.5322.41

Fund Basics

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

Performance & Risk

YTD Return:14.24%
5y Avg Return:22.26%
Rank in Category (ytd):87
% Rank in Category (ytd):31.18%
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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