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    Fund

    Neuberger Berman Real Estate I (NBRIX)

    15.36 Up 0.20(1.32%) Mar 30
    Prev Close:15.16
    YTD Return*:3.05%
    Net Assets*:1.09B
    Yield*:2.18%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for NBRIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG9.285.12
    EQR5.387.99
    BXP5.167.83
    AMT4.670.56
    AVB4.593.84

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.09B
    Category:Real Estate
    Annual Report Expense Ratio (net):0.85%

    Performance & Risk

    YTD Return:3.05%
    5y Avg Return:16.38%
    Rank in Category (ytd):36
    % Rank in Category (ytd):12.2%
    Beta (3y):0.48
    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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