• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 1.54% Nasdaq Down 1.52%

    More On NBRIX

    Quotes

    Charts

    News & Info

    • Headlines
    • Message Boards

    Fund

    Neuberger Berman Real Estate I (NBRIX)

    14.88 Down 0.09(0.60%) Apr 17
    Prev Close:14.97
    YTD Return*:3.68%
    Net Assets*:1.07B
    Yield*:2.23%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for NBRIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG9.019.49
    EQR5.568.73
    BXP5.459.07
    AMT5.32-2.42
    AVB4.536.59

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.07B
    Category:Real Estate
    Annual Report Expense Ratio (net):0.85%

    Performance & Risk

    YTD Return:3.68%
    5y Avg Return:14.19%
    Rank in Category (ytd):80
    % Rank in Category (ytd):27.21%
    Beta (3y):0.47
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback