Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
2.06% -4.55% 156.60M 182045.8
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
10.90% 27.00% -15.01M Upgrade

Basic Info

Investment Strategy
The Fund’s primary investment objective is high current income. Capital appreciation is a secondary investment objective.The fund seeks to achieve its objective by investing at least 90% of it's total assets in securities related to real estate.
General
Security Type Closed-End Fund
Equity Style Mid Cap/Value
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Real Estate
Category Index S&P United States REIT TR USD
Global Category Name Real Estate Sector Equity
YCharts Categorization Real Estate Equity
YCharts Benchmark S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR)
Prospectus Objective Specialty - Real Estate
Fund Owner Firm Name Neuberger Berman
Prospectus Benchmark Index
FTSE Nareit All Equity REITs TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Steve Shigekawa 20.43 yrs
Brian Jones 15.45 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 23, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
13.30%
-16.36%
47.54%
-10.95%
29.22%
-34.95%
13.97%
2.61%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
5.33%
14.35%
-18.10%
34.89%
-12.49%
62.86%
-35.53%
13.28%
-4.06%
13.91%
-8.90%
44.44%
-0.82%
39.21%
-22.03%
4.32%
-0.93%
11.75%
-11.10%
53.86%
-9.22%
56.66%
-31.03%
15.69%
-6.91%
3.86%
-4.28%
23.66%
-7.97%
42.55%
-24.67%
13.28%
-6.49%
As of April 23, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.85% Upgrade Upgrade
Stock 64.37% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 34.78% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund’s primary investment objective is high current income. Capital appreciation is a secondary investment objective.The fund seeks to achieve its objective by investing at least 90% of it's total assets in securities related to real estate.
General
Security Type Closed-End Fund
Equity Style Mid Cap/Value
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Real Estate
Category Index S&P United States REIT TR USD
Global Category Name Real Estate Sector Equity
YCharts Categorization Real Estate Equity
YCharts Benchmark S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR)
Prospectus Objective Specialty - Real Estate
Fund Owner Firm Name Neuberger Berman
Prospectus Benchmark Index
FTSE Nareit All Equity REITs TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Steve Shigekawa 20.43 yrs
Brian Jones 15.45 yrs

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