A lean but experienced trio of portfolio managers shepherds Neuberger Berman Real Estate. Recent changes in the real estate industry have demanded a more hands-on approach, and the team has struggled to keep up with peers. This warrants an Average People rating, down from Above Average.
Neuberger Real Estate Fund C Class NRECX
- NAV / 1-Day Return 15.62 / +0.06 %
- Total Assets 611.1M
-
Adj. Expense Ratio
1.960%
- Expense Ratio 1.960%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.74%
- Turnover 57%
USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NRECX
Will NRECX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 57.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 10.01 | 61M | Real Estate |
Prologis Inc | 8.98 | 55M | Real Estate |
Equinix Inc | 8.84 | 54M | Real Estate |
American Tower Corp | 6.00 | 37M | Real Estate |
Simon Property Group Inc | 5.43 | 33M | Real Estate |
Digital Realty Trust Inc | 4.42 | 27M | Real Estate |
Ventas Inc | 4.27 | 26M | Real Estate |
AvalonBay Communities Inc | 4.15 | 25M | Real Estate |
Extra Space Storage Inc | 2.89 | 18M | Real Estate |
Realty Income Corp | 2.83 | 17M | Real Estate |
United States