Neuberger Berman Real Estate Tr
Neuberger Berman Equity Funds 605 Third Ave 2nd FL New York, NY 10158-0006
Phone: 800-877-9700
| Category: |
Real Estate |
| Fund Family: |
Neuberger Berman |
| Net Assets: |
70.13M |
| Year-to-Date Return: |
-6.12% |
| Yield: |
3.11% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-May-02 |
|
Steve S. Shigekawa
Lead Manager since
31-Dec-05 |
|
| Steve Shigekawa is a Senior Vice President and Co-Portfolio Manager in the Real Estate Securities Group. He 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 he spent four years. He received a B.A. from the University of California at Los Angeles and an M.B.A. from New York University. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks total return. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities issued by real estate investment trusts (REITs) and common stocks and other securities issued by other real estate companies. It may invest up to 20% of net assets in debt securities.The fund is nondiversified. |
| Last Dividend
(16-Dec-09):
|
0.04 |
| Last Cap Gain
(17-Dec-07):
|
2.42 |
| Annual Holdings Turnover
|
181.00% |
| Average for Category:
|
119.83% |
|
| Expense |
NBRFX |
Category
Avg |
| Total Expense Ratio: |
1.52%
|
1.47% |
| Max 12b1 Fee: |
0.10%
|
N/A |
| Max Front End Sales Load: |
%
|
5.46% |
| Max Deferred Sales Load: |
%
|
2.75% |
| 3 Yr Expense Projection*: |
$480 |
$642 |
| 5 Yr Expense Projection*: |
$829 |
$991 |
| 10 Yr Expense Projection*: |
$1,813 |
$1,973 |
|
|
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