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    Neuberger Berman Real Estate R3 (NRERX)

    14.24 Down 0.08(0.56%) Jul 30
    Prev Close:14.32
    YTD Return*:-6.46%
    Net Assets*:896.60M
    Yield*:1.93%

    * As of 30-Jun-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
    AMT6.10N/A
    EQR5.81N/A
    BXP5.59N/A
    AVB4.85N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:896.6M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.46%

    Performance & Risk

    YTD Return:-6.46%
    5y Avg Return:11.83%
    Rank in Category (ytd):83
    % Rank in Category (ytd):28.92%
    Beta (3y):0.43
    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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