The most notable companies in this group are PROLOGIS (NYSE:PLD), American Tower Corp (NYSE:AMT), Simon Property Group (NYSE:SPG).
The investment seeks total return through investment in real estate securities, emphasizing both capital appreciation and current income.
The fund normally invests at least 80% of its net assets in equity securities issued by real estate investment trusts ("REITs") and common stocks and other securities issued by other real estate companies. The manager defines a real estate company as one that derives at least 50% of its revenue from, or has at least 50% of its assets in, real estate. The fund may invest up to 20% of its net assets in debt securities of real estate companies. It is non-diversified.
The average market capitalization across the Neuberger Berman Real Estate R3 MF is 34.42B. The market cap for tickers in the group ranges from 17.12B to 101.16B. PLD holds the highest valuation in this group at 101.16B. The lowest valued company is IRM at 17.12B.
The average weekly volume growth across all stocks in the Neuberger Berman Real Estate R3 MF was 13%. For the same stocks of the MF, the average monthly volume growth was 53% and the average quarterly volume growth was 57%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 79
P/E Growth Rating: 49
Price Growth Rating: 57
SMR Rating: 65
Profit Risk Rating: 69
Seasonality Score: 36 (-100 ... +100)