About NBRIX
Neuberger Berman Real Estate Fund Institutional Class is a mutual fund specializing in real estate securities, designed to achieve a balance of capital appreciation and current income. The fund primarily invests at least 80% of its net assets in equity securities issued by real estate investment trusts (REITs), as well as common stocks and other securities of real estate companies. Managed by an experienced team leveraging a collaborative investment approach, the fund adopts a concentrated portfolio structure, typically holding around 36 securities, which allows for targeted exposure within the U.S. real estate sector. Its portfolio includes notable real estate companies across various subsectors, such as commercial, industrial, residential, and specialized REITs. With an expense ratio of 0.85% and a minimum investment requirement of $1,000,000, this institutional share class is tailored for large-scale investors seeking diversification and dedicated real estate market exposure. The fund aims to offer consistent quarterly income distributions and has a track record of weathering multiple market cycles, reflecting its established role within the broader real estate fund category and its relevance as a portfolio diversifier for institutional investors.
Fund Family Neuberger Berman Group LLC
Category Real Estate
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NBRIX
Share Class Institutional Class
Index FTSE NAREIT All Equity REITS TR
NBRIX had a total return of 11.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.31%.
