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Fund Intelligence | Best Managers | NBRFX Insights | NBRFX Score | NBRFX Performance | NBRFX Manager | NBRFX News | NBRFX Allocation | NBRFX Holdings Change

Mutual Fund Insights: Neuberger Berman Real Estate Tr Fund (NBRFX)

In-depth Analysis of Neuberger Berman Real Estate Tr Fund (NBRFX)

Mutual fund chart: Neuberger Berman Real Estate Tr Fund (NBRFX)

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See Neuberger Berman Real Estate Tr Fund (NBRFX) performance details as of February 28, 2010

  

    Last Trade: $9.79 on 3/19/2010, Change: -0.09 (-0.91%)

  

Fund Manager - Steve S. Shigekawa

Fund Manager Tenure: 4.2 years   [Similar Funds: NBRIX ]
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Steve Steve S. Shigekawa is a Senior Vice President and Co-Portfolio Manager in the Real Estate Securities Group. Steve S. Shigekawa joined the firm in 2002. Previously, Steve was a research associate at Prudential Securities, an intern at Cohen & Steers Capital Management, and an associate at Wilshire Associates, where Steve S. Shigekawa spent four years. Steve S. Shigekawa received a B.A. from the University of California at Los Angeles and an M.B.A. from New York University.  Get more insights on Steve S. Shigekawa

  

What we like about Neuberger Berman Real Estate Tr Fund (NBRFX) What we like about Neuberger Berman Real Estate Tr Fund (NBRFX)

Data for Neuberger Berman Real Estate Tr Fund (NBRFX) as of February 28, 2010

  • Neuberger Berman Real Estate Tr Fund (NBRFX) management has been with Neuberger Berman Real Estate Tr Fund for 4.2 years
  • Neuberger Berman Real Estate Tr Fund (NBRFX) has good short-term performance (1-year return 97.78% vs 94.97 % Real Estate category average)
  • Neuberger Berman Real Estate Tr Fund (NBRFX) has good Long-term performance (5-year return 4.48% vs 0.27 % Real Estate category average)
  • Neuberger Berman Real Estate Tr Fund (NBRFX) ratio of up-years vs down years is greater than 2
  • Neuberger Berman Real Estate Tr Fund (NBRFX) has a Morningstar rating of 4 and above
  • Neuberger Berman Real Estate Tr Fund (NBRFX) is less volatile than its peers as it has a 3-year Standard Deviation of 38.36, lower than category average of 38.88
  • Neuberger Berman Real Estate Tr Fund (NBRFX) has a lower management fee than its Real Estate average: 0.99% vs 1.50%

  

What we are cautious about Neuberger Berman Real Estate Tr Fund (NBRFX) What we are cautious about Neuberger Berman Real Estate Tr Fund (NBRFX)

Data for Neuberger Berman Real Estate Tr Fund (NBRFX) as of February 28, 2010

  • Neuberger Berman Real Estate Tr Fund is a focused fund with 45.74% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Neuberger Berman Real Estate Tr Fund (NBRFX) has a less-than-ideal mid-term performance (3-year return -10.80% vs -14.95 % Real Estate category average)
  • Neuberger Berman Real Estate Tr Fund (NBRFX) has an annual stock turnover rate of 181.00% that is higher than the Real Estate average of 113.50%. This could mean Neuberger Berman Real Estate Tr is more nimble, but also signal potential high tax impact and high trading fees
  • Even though Neuberger Berman Real Estate Tr Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
See Neuberger Berman Real Estate Tr Fund (NBRFX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Real Estate category?

Below are some additional Real Estate mutual funds generated out of our database

  

Neuberger Berman Real Estate Tr Fund (NBRFX) Net Asset

Track net asset change of Neuberger Berman Real Estate Tr fund (NBRFX)

DateNet Asset
02/2010$91.39M
01/2010$70.13M
11/2009$67.21M
More historic net asset information on Neuberger Berman Real Estate Tr Fund (NBRFX)

  

Neuberger Berman Real Estate Tr Fund (NBRFX) Portfolio Allocation

Track portfolio allocation change of Neuberger Berman Real Estate Tr fund (NBRFX)

DateCashStockBondOther
11/20092.64%97.36%0%0%
09/20093.09%96.9%0%0%
08/20093.35%96.65%0%0%
Click here to see more historic asset allocation information on Neuberger Berman Real Estate Tr Fund (NBRFX)

  

Most Recent Top 10 Holdings in Neuberger Berman Real Estate Tr Fund (NBRFX)

Discover what Neuberger Berman Real Estate Tr Fund (NBRFX) manager is buying

30-Nov-09
SIMON PPTY GRP INC [8.71%]
PUBLIC STG [6.42%]
BOSTON PPTYS INC [5.3%]
HCP, INC. [4.64%]
DIGITAL REALTY TRUST [4.04%]
VENTAS INC [3.8%]
AVALONBAY CMTYS [3.69%]
EQUITY RESIDENTAL [3.62%]
VORNADO REALTY TRUST [3.54%]
HOST HOTELS & RESORT [3.26%]

30-Sep-09
SIMON PPTY GRP INC [9.24%]
PUBLIC STG [6.11%]
BOSTON PPTYS INC [5.56%]
VORNADO REALTY TRUST [4.91%]
DIGITAL REALTY TRUST [4.84%]
HCP, INC. [4.35%]
AVALONBAY CMTYS [3.98%]
EQUITY RESIDENTAL [3.78%]
PROLOGIS SBI [3.41%]
VENTAS INC [3.24%]

31-Aug-09
SIMON PPTY GRP INC [8.97%]
BOSTON PPTYS INC [5.62%]
PUBLIC STG [5.56%]
DIGITAL REALTY TRUST [4.82%]
HCP, INC. [4.58%]
EQUITY RESIDENTAL [4.02%]
VORNADO REALTY TRUST [3.76%]
VENTAS INC [3.56%]
FEDERAL RLTY INV TR [2.81%]
ESSEX PRTY TR INC [2.8%]
Click here for Stock Holding Change Map in Neuberger Berman Real Estate Tr Fund (NBRFX)

  

Related books and products to Neuberger Berman Real Estate Tr Fund (NBRFX)

  

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