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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 12.16  /  −1.62 %
  • Total Assets 662.7 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 2.14%
  • Turnover 38%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:48 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Tower Corp

8.91 63.8 Mil
Real Estate

Prologis Inc

8.50 60.9 Mil
Real Estate

Equinix Inc

8.04 57.6 Mil
Real Estate

Public Storage

6.53 46.8 Mil
Real Estate

Simon Property Group Inc

4.74 33.9 Mil
Real Estate

AvalonBay Communities Inc

4.34 31.0 Mil
Real Estate

Welltower Inc

3.97 28.4 Mil
Real Estate

Crown Castle Inc

3.70 26.5 Mil
Real Estate

Extra Space Storage Inc

3.55 25.4 Mil
Real Estate

Realty Income Corp

3.51 25.1 Mil
Real Estate