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    Neuberger Berman Real Estate R3 (NRERX)

    13.87 Down 0.02(0.14%) Aug 28
    Prev Close:13.89
    YTD Return*:-1.65%
    Net Assets*:903.89M
    Yield*:1.84%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for NRERX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG8.68N/A
    AMT6.43N/A
    EQR5.75N/A
    BXP5.46N/A
    AVB4.88N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:903.89M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.46%

    Performance & Risk

    YTD Return:-1.65%
    5y Avg Return:10.94%
    Rank in Category (ytd):86
    % Rank in Category (ytd):29.97%
    Beta (3y):0.42
    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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