Neuberger Berman Real Fund Quote

NBRFX Fund  USD 13.98  0.17  1.23%   

Performance

0 of 100

 
Weak
 
Strong
Very Weak

Odds Of Distress

Less than 21

 
High
 
Low
Low
Neuberger Berman is trading at 13.98 as of the 7th of January 2025; that is 1.23 percent up since the beginning of the trading day. The fund's open price was 13.81. Neuberger Berman has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 8th of December 2024 and ending today, the 7th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities issued by real estate investment trusts 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 percent of its revenue from, or has at least 50 percent of its assets in, real estate. More on Neuberger Berman Real

Moving together with Neuberger Mutual Fund

  0.8O Realty IncomePairCorr
  0.89FR First Industrial RealtyPairCorr
  0.7HR Healthcare Realty TrustPairCorr
  0.8KW Kennedy Wilson HoldingsPairCorr

Moving against Neuberger Mutual Fund

  0.58OZ Belpointe PREP LLCPairCorr
  0.36DX Dynex CapitalPairCorr

Neuberger Mutual Fund Highlights

Thematic IdeaRealty Funds (View all Themes)
Fund ConcentrationNeuberger Berman Funds, Large Funds, Real Estate Funds, Realty Funds, Real Estate, Neuberger Berman (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date19th of December 2022
Fiscal Year EndAugust
Neuberger Berman Real [NBRFX] is traded in USA and was established 7th of January 2025. Neuberger Berman is listed under Neuberger Berman category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Neuberger Berman family. The entity is thematically classified as Realty Funds. This fund now has accumulated 823.9 M in assets with no minimum investment requirementsNeuberger Berman Real is currently producing year-to-date (YTD) return of 4.1% with the current yeild of 0.02%, while the total return for the last 3 years was -5.28%.
Check Neuberger Berman Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Neuberger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Neuberger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Neuberger Berman Real Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Neuberger Berman Real Mutual Fund Constituents

ELSEquity Lifestyle PropertiesStockReal Estate
MAAMid America Apartment CommunitiesStockReal Estate
AMHAmerican Homes 4StockReal Estate
WYWeyerhaeuserStockReal Estate
WELLWelltowerStockReal Estate
VTRVentas IncStockReal Estate
SPGSimon Property GroupStockReal Estate
SBACSBA Communications CorpStockReal Estate
More Details

Neuberger Berman Real Risk Profiles

Neuberger Berman Against Markets

Other Information on Investing in Neuberger Mutual Fund

Neuberger Berman financial ratios help investors to determine whether Neuberger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Neuberger with respect to the benefits of owning Neuberger Berman security.
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA