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.
- NAV / 1-Day Return 11.75 / 3.05 %
- Total Assets 774.5 Mil
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Adj. Expense Ratio
- Expense Ratio 1.460%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Real Estate
- Investment Style Mid Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 1.59%
- Turnover 37%
Morningstar’s Analysis NRERX
Will NRERX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 32
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 54.3