Neuberger Berman Real Estate Fund Trust Class

Frequently Asked Questions About NBRFX

What are the top holdings of NBRFX?

A machine-readable holdings disclosure for Neuberger Berman Real Estate Fund Trust Class (NBRFX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does NBRFX invest in?

Neuberger Berman Real Estate Fund Trust Class (NBRFX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is NBRFX most exposed to?

NBRFX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is NBRFX a US-only fund?

The country allocation card on this page shows NBRFX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does NBRFX invest in?

This investment vehicle seeks comprehensive financial returns by strategically allocating capital within the real estate securities market. Its core objective is to generate both long-term capital appreciation and a consistent flow of income. The fund typically commits a significant portion—at least four-fifths (80%)—of its net assets to equity instruments issued by Real Estate Investment Trusts (REITs), along with common stocks and other securities from companies primarily engaged in the real estate sector. For its purposes, a real estate enterprise is defined as one that derives at least half of its revenue from, or holds at least 50% of its assets in, real estate. Furthermore, up to one-fifth (20%) of its net assets may be directed towards debt obligations issued by such real estate firms. It is structured as a non-diversified portfolio.