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Neuberger Berman Real Estate Tr NBRFX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 13.77  /  +0.73 %
  • Total Assets 741.8 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 2.13%
  • Turnover 38%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis NBRFX

Will NBRFX outperform in future?

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

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

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Despite some recent bumps in the road, Neuberger Berman Real Estate remains a solid, steady fund for U.S. real estate exposure. It maintains Above Average ratings for both People and Process.

Rated on Published on

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Portfolio Holdings NBRFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Tower Corp

9.03 62.6 Mil
Real Estate

Equinix Inc

7.87 54.6 Mil
Real Estate

Prologis Inc

7.18 49.8 Mil
Real Estate

AvalonBay Communities Inc

6.17 42.8 Mil
Real Estate

Public Storage

6.14 42.6 Mil
Real Estate

Simon Property Group Inc

4.63 32.1 Mil
Real Estate

Welltower Inc

4.50 31.2 Mil
Real Estate

Ventas Inc

4.21 29.2 Mil
Real Estate

Iron Mountain Inc

4.08 28.3 Mil
Real Estate

Sun Communities Inc

3.56 24.7 Mil
Real Estate