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Neuberger Berman Real Estate Fd: (MF: NBRFX)

(MF) As of May 2, 2016 06:05 PM ET

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$14.29 USD

+0.21 (1.49%)

Is NBRFX a
Buy, Hold or Sell?

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This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Mar 31, 2016

Total Return %* Percentile Rank Objective
YTD 4.94 32
3 months 4.94 32
6 months 13.26 8
1 Year 4.41 9
3 Year 8.70 39
5 Year 9.94 43
10 Year 7.21 6

* Annual for three years and beyond.

Zacks Premium Research for NBRFX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
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Portfolio Statistics

%Unrealized Gain YTD 10.94
% Yield 1.98
% SEC Yield NA
Net Assets (Mil $) 3/31/2016 250.80
%Turnover 3/31/2016 33.00

Risk

3 Year 5 Year 10 Year
Beta 0.60 0.82 1.23
Alpha 2.18 1.04 0.74
R Squared 0.24 0.43 0.57
Std. Dev. 14.11 15.28 24.93
Sharpe 0.69 0.73 3.00

Sector / Country Weightings

As of 3/31/2016 % of Portfolio
Finance 83.94
Technology 5.37
Non-Durable 4.66
Industrial Cyclical 3.38
Other 2.65

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2015)
% of Portfolio Value (Mil$)
SIMON PROPERTY GROUP INC 8.24 66.24
EQUITY RESIDENTIAL 6.09 48.98
PUBLIC STORAGE 5.79 46.52
AMERICAN TOWER CORP CL A 5.37 43.20
AVALONBAY COMMUNITIES INC 5.21 41.88
BOSTON PROPERTIES INC 4.70 37.77
ESSEX PROPERTY TRUST INC 4.11 33.05
CROWN CASTLE INTERNATIONA 3.67 29.50
VENTAS INC 3.10 24.91

Stock Holding % of Net Assets

As Of 11/30/2015
Total Issues 42
Avg. P/E 33.76
Avg. P/Book 2.49
Avg. EPS Growth 15.43
Avg. Market Value (Mil $) 25,904

Allocation

% of Portfolio
Large Growth 16.05
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 22.94
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 31.68
Foreign Bond 0.00
High Yield Bond 0.00