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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 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. It may also invest up to 15% of its net assets in illiquid securities. The fund is non-diversified.


1 month+1.20% 3 years+6.26%
3 months+9.79% 5 years+8.78%
1 year+7.67% Since inception+10.87%
Data through --

Peer Comparisonvs. Real estate

Performance 5-yr return+8.78%+10.78%
Expense ratio1.41%1.27%
Risk 5 year sharpe ratio0.580.64
Net assets$717.4M$1.3B
Average market cap$17.2B$14.0B
Average P/E36.130.6
Portfolio turnover33%33%

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Fund Management and Purchase Info

Fund familyNeuberger Berman
Fund manager & tenureSteve Shigekawa / 10 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock96.81%
International stock1.85%
Fixed income0.00%
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 Inc7.56%
PSA Public Storage6.61%
EQR Equity Residential5.34%
AMT American Tower5.17%
AVB AvalonBay Communities5.08%
BXP Boston Properties3.98%
CCI Crown Castle International Corp3.97%
ESS Essex Property Trust Inc3.89%
VTR Ventas Inc3.28%
WY Weyerhaeuser Co3.23%

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