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Neuberger Berman Real Estate Fund Trust Class: (MF: NBRFX)

(NASDAQ Mutual Funds) As of Feb 24, 2018 10:09 PM ET

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$12.24 USD

+0.19 (1.58%)

Zacks MF Rank 1-Strong Buy 1        

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 Jan 31, 2018

Total Return %* Percentile Rank Objective
YTD -1.97 45
3 months 0.86 44
6 months 1.91 41
1 Year 8.97 37
3 Year 3.75 24
5 Year 7.45 21
10 Year 8.11 4

* 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
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
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Portfolio Statistics

%Unrealized Gain YTD 9.60
% Yield 1.97
% SEC Yield NA
Net Assets (Mil $) 1/31/2018 156.60
%Turnover 1/31/2018 45.00

Risk

3 Year 5 Year 10 Year
Beta 0.63 0.57 1.18
Alpha -4.71 -0.91 -1.56
R Squared 0.28 0.19 0.55
Std. Dev. 12.10 12.32 23.95
Sharpe 0.33 0.64 3.00

Sector / Country Weightings

As of 1/31/2018 % of Portfolio
Finance 72.90
Technology 11.54
Other 5.85
Industrial Cyclical 3.60
Non-Durable 3.25
Services 2.86

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2017)
% of Portfolio Value (Mil$)
AMERICAN TOWER CORP 7.10 35.97
SIMON PROPERTY GROUP INC 6.55 33.18
PROLOGIS INC 4.93 24.99
CROWN CASTLE INTERNATIONA 4.80 24.32
EQUINIX INC 4.44 22.47
EQUITY RESIDENTIAL 3.85 19.51
WEYERHAEUSER CO 3.60 18.24
GGP INC 3.55 17.97
MARRIOTT INTL 3.25 16.46

Stock Holding % of Net Assets

As Of 11/30/2017
Total Issues 37
Avg. P/E 30.66
Avg. P/Book 2.20
Avg. EPS Growth 5.3
Avg. Market Value (Mil $) 27,606

Allocation

% of Portfolio
Large Growth NA
Large Value NA
Small Growth NA
Small Value NA
Foreign Stock NA
Emerging Market NA
Precious Metal NA
Intermediate Bond NA
Foreign Bond NA
High Yield Bond NA