Neuberger Berman Real Estate Fund Class A (NREAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Real estate
Style or Category
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 manager defines 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+3.11% 3 years+1.60%
3 months-4.66% 5 years+6.06%
1 year+2.21% Since inception+8.68%
Data through --

Peer Comparisonvs. Real estate

Performance 5-yr return+6.06%+8.68%
Expense ratio1.42%1.20%
Risk 5 year sharpe ratio0.470.45
Net assets$446.0M$1.2B
Average market cap$18.8B$13.0B
Average P/E38.833.1
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyNeuberger Berman
Fund manager & tenureSteve Shigekawa / 12 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock94.97%
International stock3.89%
Fixed income1.15%
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
AMT American Tower7.40%
SPG Simon Property Group Inc6.72%
EQIX Equinix Inc5.44%
PLD Prologis Inc4.93%
CCI Crown Castle International Corp4.87%
WY Weyerhaeuser Co3.88%
MAR Marriott3.83%
EQR Equity Residential3.61%
GGP GGP Inc3.53%
ESS Essex Property Trust Inc3.00%