NBRFX : Neuberger Berman Real Estate Fund Trust Class

NBRFX is a Alternatives Market Real Estate with MODERATE fees.

NBRFX

Neuberger Berman Real Estate Fund Trust Class

FI Score

37 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

37% FI Score
  • nbrfx
  • Mutual Fund
  • Alternatives
  • Real Estate

Neuberger Berman Real Estate Fund Trust Class

Expenses: 1.04% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
8.80% American Tower Corp
7.88% Crown Castle International Corp
6.88% Equinix Inc
5.12% Prologis Inc
4.89% SBA Communications Corp
4.25% Digital Realty Trust Inc
4.22% Public Storage
4.05% Equity Residential
3.57% American Homes 4 Rent Class A
3.22% Essex Property Trust Inc
2.75% CyrusOne Inc
2.68% Equity Lifestyle Properties Inc
2.65% Duke Realty Corp
2.42% Healthpeak Properties Inc
2.41% Sun Communities Inc
2.34% Weyerhaeuser Co
2.31% Douglas Emmett Inc
2.08% Welltower Inc
1.92% Apartment Investment & Management Co
1.91% Simon Property Group Inc
1.74% National Retail Properties Inc
1.73% Healthcare Trust of America Inc
1.68% Camden Property Trust
1.65% Extra Space Storage Inc
1.63% Regency Centers Corp

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