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Neuberger Berman Real Estate I NBRIX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 12.93  /  +0.08 %
  • Total Assets 714.7 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 2.40%
  • Turnover 38%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 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.

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.

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Portfolio Holdings NBRIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 56.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Tower Corp

8.84 64.5 Mil
Real Estate

Prologis Inc

8.15 59.5 Mil
Real Estate

Equinix Inc

8.04 58.7 Mil
Real Estate

Public Storage

6.57 48.0 Mil
Real Estate

Crown Castle Inc

4.69 34.2 Mil
Real Estate

Simon Property Group Inc

4.47 32.6 Mil
Real Estate

AvalonBay Communities Inc

4.42 32.3 Mil
Real Estate

Welltower Inc

4.06 29.6 Mil
Real Estate

Realty Income Corp

3.69 27.0 Mil
Real Estate

Extra Space Storage Inc

3.67 26.8 Mil
Real Estate