About NRERX
Neuberger Berman Real Estate Fund Class R3 is a mutual fund focused on the U.S. real estate sector, aiming to deliver total return through a blend of capital appreciation and current income. Managed by a team with extensive experience in real estate investments, the fund primarily invests at least 80% of its assets in equity securities issued by real estate investment trusts (REITs) and other companies operating within the real estate industry. Its holdings span various real estate sub-sectors, including apartments, office space, retail centers, industrial properties, and healthcare facilities, making it sensitive to cycles in property markets and interest rates. The fund is non-diversified, enabling more focused bets on select companies and sub-sectors within real estate. As of its latest portfolio data, the top holdings include industry leaders such as Equinix, Prologis, and American Tower, reflecting an orientation toward both traditional and specialized REITs. Neuberger Berman Real Estate Fund Class R3 plays a specialized role in diversified portfolios, offering targeted exposure to the dynamics and income-generation potential of U.S. real estate equities.
Fund Family Neuberger Berman
Category Real Estate
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NRERX
Share Class Class R3
Index FTSE NAREIT All Equity REITS TR
NRERX had a total return of 6.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.04%.
