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Morningstar

Neuberger Berman Real Estate I NBRIX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 13.72  /  +1.78 %
  • Total Assets 720.0 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 2.30%
  • Turnover 38%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NBRIX

Will NBRIX 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 NBRIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBRIX 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 NBRIX’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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Portfolio Holdings NBRIX

More NBRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Sun Communities Inc

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