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    Neuberger Berman Real Estate R3 (NRERX)

    14.71 Up 0.01(0.07%) Dec 19
    Prev Close:14.70
    YTD Return*:22.62%
    Net Assets*:1.06B
    Yield*:1.45%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for NRERX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG9.6030.60
    AMT6.1329.03
    EQR5.1939.95
    BXP4.9832.95
    AVB4.4540.10

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.06B
    Category:Real Estate
    Annual Report Expense Ratio (net):1.46%

    Performance & Risk

    YTD Return:22.62%
    5y Avg Return:16.60%
    Rank in Category (ytd):84
    % Rank in Category (ytd):30.66%
    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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