Key stats
About Neuberger Berman ETF Trust Neuberger Berman Global Real Estate ETF
Expense ratio
0.75%
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Inception date
Oct 16, 2023
NBGR seeks total return by investing in a global basket of real estate securities. The portfolio maintains at least 40% of its assets in foreign investments. Securities include real estate stocks and related securities, as well as real estate debt, which is capped at 20%. The debt credit rating must be at least B or higher at the time of purchase. Real estate firms must have at least 50% of revenue derived from or assets invested in real estate. Investments are made based on fundamental analysis (financial health, industry position, growth potential, earnings estimates, and management quality), with consideration of ESG factors when relevant. The strategy is long-term in nature but may divest in response to various factors, including unexpected underperformance, more compelling opportunities, shifts in market outlook, reaching target prices, or more attractive opportunities. On Oct. 16, 2023, the fund converted into an ETF structure with $2.39 million in assets.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.