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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 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-5.30% 3 years+2.60%
3 months-3.56% 5 years+6.70%
1 year+5.45% Since inception+10.22%
Data through --

Peer Comparisonvs. Real estate

Performance 5-yr return+6.70%+8.68%
Expense ratio1.42%1.21%
Risk 5 year sharpe ratio0.680.70
Net assets$498.7M$1.4B
Average market cap$18.7B$14.3B
Average P/E38.631.9
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. stock96.49%
International stock2.18%
Fixed income1.33%
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 Tower7.09%
SPG Simon Property Group Inc6.54%
PLD Prologis Inc4.93%
CCI Crown Castle International Corp4.80%
EQIX Equinix Inc4.43%
EQR Equity Residential3.85%
WY Weyerhaeuser Co3.60%
GGP GGP Inc3.54%
MAR Marriott3.25%
HCN Welltower Inc3.18%