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Neuberger Berman Real Estate Fund Trust Class (NBRFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Real estate
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return through investment in real estate securities, emphasizing both capital appreciation and current income. The fund normally invests at least 80% of its net assets in equity securities issued by real estate investment trusts ("REITs") and common stocks and other securities issued by other real estate companies. The managers define a real estate company as one that derives at least 50% of its revenue from, or has at least 50% of its assets in, real estate. The fund may invest up to 20% of its net assets in debt securities of real estate companies. It is non-diversified.


1 month-2.04% 3 years+8.89%
3 months+3.97% 5 years+8.29%
1 year+4.83% Since inception+11.42%
Data through --

Peer Comparisonvs. Real estate

Performance 5-yr return+8.29%+10.84%
Expense ratio1.41%1.24%
Risk 5 year sharpe ratio0.750.82
Net assets$567.9M$1.4B
Average market cap$15.1B$13.4B
Average P/E29.028.6
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyNeuberger Berman
Fund manager & tenureSteve Shigekawa / 11 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock96.34%
International stock2.43%
Fixed income1.22%
Top 5 Sectors
Portfolio weighting
Financial service 93.46%
Consumer service 4.55%
Industrial materials 1.99%
Business service 0.00%
Consumer goods 0.00%
Top 10 Holdings
Portfolio weighting
SPG Simon Property Group Inc6.72%
AMT American Tower5.44%
CCI Crown Castle International Corp5.30%
WY Weyerhaeuser Co3.87%
VNO Vornado Realty Trust3.80%
EQR Equity Residential3.62%
PSA Public Storage3.42%
PLD Prologis Inc3.34%
BXP Boston Properties3.34%
MAR Marriott3.33%