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Neuberger Berman Real Estate A (NREAX)

14.12
+0.01
+(0.07%)
At close: 8:03:56 PM EDT
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  • Previous Close 14.11
  • YTD Return 4.66%
  • Expense Ratio 1.21%
  • Category Real Estate
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 744.98M
  • Beta (5Y Monthly) 1.10
  • Yield 1.70%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.06
  • Inception Date May 1, 2002

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.

Neuberger Berman

Fund Family

Real Estate

Fund Category

744.98M

Net Assets

2002-05-01

Inception Date

Performance Overview: NREAX

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Trailing returns as of 3/31/2025. Category is Real Estate.

YTD Return

NREAX
4.66%
Category
20.43%
 

1-Year Return

NREAX
14.89%
Category
36.79%
 

3-Year Return

NREAX
0.57%
Category
10.81%
 

5-Year Return

NREAX
5.27%
Category
7.03%
 

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Holdings: NREAX

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Sector Weightings

SectorNREAX
Real Estate   96.92%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: NREAX

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Research Reports: NREAX

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