Neuberger Berman Real Estate features a couple of experienced managers and a strategy that has successfully balanced growth with valuation concerns. The R6 and I shares earn Morningstar Analyst Ratings of Silver and Bronze, respectively, while the more expensive A, C, R3, and Trust share classes are rated Neutral.
Will NBRFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBRFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NBRFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NBRFX’s parent organization’s priorities and whether they’re in line with investors’ interests.