Morningstar

Neuberger Real Estate Fund E Shares Class NREEX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Investment Hub
  • NAV / 1-Day Return 15.65  /  +0.06 %
  • Total Assets 613.8M
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.56%
  • Turnover 57%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NREEX

Will NREEX outperform in the 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 NREEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NREEX 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 NREEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Shifting trends in the real estate industry demand more hands-on deck.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

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.

by Vedran Beogradlija
Rated on Published on

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Portfolio Holdings NREEX

More NREEX Holdings
  • Current Portfolio Date —
  • Equity Holdings —
  • Bond Holdings —
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  • % Assets in Top 10 Holdings —

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