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Neuberger Berman Real Estate I (NBRIX)

14.43 Up 0.07(0.49%) May 27
Prev Close:14.36
YTD Return*:2.16%
Net Assets*:717.43M
Yield*:1.69%

* As of 30-Apr-16

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

Headlines

  • No Headlines available for NBRIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG7.56N/A
PSA6.61N/A
EQR5.34N/A
AMT5.17N/A
AVB5.08N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:717.43M
Category:Real Estate
Annual Report Expense Ratio (net):0.85%

Performance & Risk

YTD Return:2.16%
5y Avg Return:8.37%
Rank in Category (ytd):58
% Rank in Category (ytd):19.4%
Beta (3y):0.58
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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