| 14.88 Net Asset Value | -0.07% 1 Day | +10.14% Year-to-Date | Overall Morningstar Rating |
| Real estate Style or Category | No Load Sales Expenses | 1.47% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.47% | 3 years | +18.04% | |
| 3 months | +7.26% | 5 years | +9.94% | |
| 1 year | +19.05% | Since inception | +13.30% |
| NBRFX | Category | |
|---|---|---|
| Performance 5-yr return | +9.94% | +5.96% |
| Expense ratio | 1.47% | 1.37% |
| Risk 5 year sharpe ratio | 0.44 | 0.35 |
| Net assets | $1.0B | $1.1B |
| Average market cap | $11.6B | $10.1B |
| Average P/E | 44.2 | 36.6 |
| Portfolio turnover | 29% | 29% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Neuberger Berman |
| Fund manager & tenure | Steve Shigekawa / 7 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 93.46% |
| Consumer service | 4.55% |
| Industrial materials | 1.99% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| SPG Simon Property Group Inc | 8.00% |
| AMT American Tower Corp | 6.03% |
| PSA Public Storage | 4.99% |
| AVB AvalonBay Communities Inc | 4.38% |
| EQR Equity Residential | 4.29% |
| HCP HCP Inc | 4.28% |
| VTR Ventas Inc | 4.06% |
| BXP Boston Properties Inc | 3.99% |
| PLD Prologis Inc | 3.94% |
| DLR Digital Realty Trust, Inc. | 2.98% |
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