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Neuberger Berman Real Estate Tr NBRFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Neuberger Berman Investment Hub

Morningstar’s Analysis NBRFX

Will NBRFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBRFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBRFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NBRFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy has hit some speed bumps recently, but there's no reason to panic.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. It remains a strong choice among real estate funds despite its short-term struggles in 2023. The following text is from July 26, 2023.

by David Kathman
Rated on Published on

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