NBRFX Mutual Fund

NBRFX Mutual Fund (Neuberger Berman Real Estate Fund Trust Class) is managed by Neuberger Berman with $102.1M in net assets. NBRFX expense ratio is 1.40%, holding 35 positions across sectors including Real Estate, Industrials, Financials. Inception date: 2002-05-01.

NBRFX performance shows a YTD return of 15.86%. The 1-year return is 15.56% and the 5-year return is 1.60%. NBRFX dividend yield stands at 1.65%, paid quarterly.

NBRFX top holdings include Welltower, Inc. (9.9%), Prologis Inc (9.4%), Equinix Inc. Real Estate Investment Trust (7.5%), American Tower Corporation (6.3%), Simon Property Group Inc (5.5%). Go to all NBRFX holdings, NBRFX sectors, or NBRFX dividends.

NBRFX can be compared against other funds. Use NBRFX overlap to find shared positions, or NBRFX vs another fund for a side-by-side view. NBRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.