Neuberger Berman Real Estate has been a steady presence in a turbulent market. The R6 shares earn an upgrade to a Morningstar Analyst Rating of Silver, while the I shares are rated Bronze, and the pricier A, C, R3, and Trust share classes are rated Neutral.
Neuberger Berman Real Estate R3 NRERX
NAV / 1-Day Return
16.37
/
0.86
%
Total Assets
1.2 Bil
Adj. Expense Ratio
1.460%
Expense Ratio
1.460%
Fee Level
Average
Longest Manager Tenure
16.61
years
Category
Real Estate
Investment Style
Mid GrowthMin. Initial Investment
0
Status
Open
TTM Yield
1.06%
Turnover
22%
Morningstar’s Fund Analysis NRERX
Will NRERX 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 NRERX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NRERX 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 NRERX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This fund's flexible strategy has worked well lately.
