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NRREX Neuberger Berman Real Estate R6

3 lower fee alternatives found

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Fund NRREX Neuberger Berman Real Estate R6 USRT iShares Core US REIT FRI First Trust S&P REIT ETF  
Similarity
?
100% 95% 92%
Annual Fees
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$82.37
(0.78% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
$50.69
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$40,508.74 $50,020.13 $44,348.93
Est. savings over 30 yrs +$9,511.39 +$3,840.18
Return
As of 10/31/16
1 YR RETURN 5.15%
3 YR 9.03%
5 YR 9.70%
10 YR 5.56%
1 YR RETURN 6.57%
3 YR 9.98%
5 YR 10.25%
10 YR --
1 YR RETURN 6.11%
3 YR 9.57%
5 YR 10.77%
10 YR --
Description
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 managers define 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. It may also invest up to 15% of its net assets in illiquid securities. The fund is non-diversified.
The investment seeks to track the investment results of the FTSE NAREIT Equity REITs Index composed of U.S. real estate equities. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of U.S. listed equity real estate investment trusts ("REITs"), excluding infrastructure REITs, mortgage REITs, and timber REITs. The fund is non-diversified.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the S&P United States REIT Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is a subset of the S&P Developed REIT Index, which measures the performance of more than 200 REITs or REIT-like structures in 15 developed markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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