Neuberger Real Estate FundNBRIX
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$672.2M
Expense ratio
0.85%
1-year return
+3.1%
3 years, a year
+7.1%
5 years, a year
+5.2%
Holdings
36
What it aims to do.
The Fund seeks total return through investment in real estate securities, emphasizing both capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WELL Welltower Inc | 9.40% |
| EQIX Equinix Inc | 8.67% |
| PLD Prologis Inc | 8.54% |
| AMT American Tower Corp | 7.36% |
| DLR Digital Realty Trust Inc | 4.46% |
| VTR Ventas Inc | 4.31% |
| SPG Simon Property Group Inc | 4.03% |
| AvalonBay Communities Inc | 3.96% |
| PSA Public Storage | 3.63% |
| IRM Iron Mountain Inc | 3.39% |
More on NBRIX.
- NBRIX overview
- NBRIX holdings
- NBRIX risk
- NBRIX costs
- NBRIX money in and out
- NBRIX share classes
- Compare NBRIX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.