NRECX : Neuberger Berman Real Estate Fund Class C

NRECX is a Alternatives Market Real Estate with HIGH fees.

NRECX

Neuberger Berman Real Estate Fund Class C

FI Score

27 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

27% FI Score
  • nrecx
  • Mutual Fund
  • Alternatives
  • Real Estate

Neuberger Berman Real Estate Fund Class C

Expenses: 1.96% (Better than 0% 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
8.74% American Tower Corp
7.74% Crown Castle International Corp
6.89% Equinix Inc
4.93% SBA Communications Corp
4.90% Public Storage
4.51% Prologis Inc
4.28% Digital Realty Trust Inc
4.16% Equity Residential
3.72% American Homes 4 Rent Class A
3.15% Essex Property Trust Inc
2.77% Equity Lifestyle Properties Inc
2.68% Duke Realty Corp
2.62% CyrusOne Inc
2.50% Douglas Emmett Inc
2.43% Sun Communities Inc
2.40% Healthpeak Properties Inc
2.01% Welltower Inc
1.96% Weyerhaeuser Co
1.95% Apartment Investment & Management Co
1.94% Extra Space Storage Inc
1.86% National Retail Properties Inc
1.85% Healthcare Trust of America Inc
1.70% Simon Property Group Inc
1.63% Camden Property Trust
1.51% Rexford Industrial Realty Inc

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