C
Neuberger Berman Real Estate Fund I Class NBRIX
NASDAQ
Recommendation
NAV
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Risk
Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Institutional Only, Automatic Investment Plan, Qualified Investment, Phone Exchange, Wire Redemption
Top Holdings
C
American Tower Corp
AMT - NYSE
C
Prologis Inc
PLD - NYSE
C
Equinix Inc
EQIX - NASDAQ
C
Public Storage
PSA - NYSE
D
Crown Castle Inc
CCI - NYSE
Performance
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Price
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NAV
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Company Information
Provider
Neuberger Berman
Manager/Tenure
(Years)
Steve S. Shigekawa (19), Brian C. Jones (16), Archena Alagappan (1)
Address
1290 Avenue of the Americas
New York NY - 10104
Country
United States
Phone Number
800-877-9700
Investment Strategy
The investment seeks total return through investment in real estate securities, emphasizing both capital appreciation and current income. 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.