Neuberger Real Estate FundNRECX
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$672.2M
Expense ratio
1.96%
1-year return
+1.9%
3 years, a year
+5.9%
5 years, a year
+4.0%
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 NRECX.
- NRECX overview
- NRECX holdings
- NRECX risk
- NRECX costs
- NRECX money in and out
- NRECX share classes
- Compare NRECX 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.