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Morningstar

Neuberger Berman Real Estate Tr NBRFX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 11.02  /  2.04 %
  • Total Assets 715.0 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • 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 2.17%
  • Turnover 37%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:13 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.

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 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.

by David Kathman
Rated on Published on

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Portfolio Holdings NBRFX

More NBRFX Holdings
  • Current Portfolio Date
  • Equity Holdings 32
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 54.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Tower Corp

8.84
69,887,256
Real Estate

Prologis Inc

8.21
64,918,843
Real Estate

Public Storage

6.57
51,963,033
Real Estate

Realty Income Corp

5.13
40,547,350
Real Estate

Crown Castle Inc

5.13
40,511,751
Real Estate

Equinix Inc

4.67
36,902,233
Real Estate

VICI Properties Inc Ordinary Shares

4.07
32,203,806
Real Estate

Welltower Inc

4.00
31,586,811
Real Estate

Iron Mountain Inc

3.91
30,879,296
Real Estate

Simon Property Group Inc

3.76
29,749,701
Real Estate