• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.03% Nasdaq Up 0.17%

    Neuberger Berman Real Estate Tr (NBRFX)

    14.84 Down 0.06(0.40%) Dec 24
    Prev Close:14.90
    YTD Return*:23.04%
    Net Assets*:1.06B
    Yield*:1.80%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for NBRFX 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):1.04%

    Performance & Risk

    YTD Return:23.04%
    5y Avg Return:17.09%
    Rank in Category (ytd):81
    % Rank in Category (ytd):29.56%
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback