Neuberger Berman US Rel Est Sec ZAR TAcc
Ticker
IE00BCDYZG37.IR
ISIN
IE00BCDYZG37
Price
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Change Today
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Price 1 year ago
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Morningstar
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Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The Fund seeks total return through investment in real estate securities, emphasising both capital appreciation and current income. The Portfolio seeks to achieve its investment objective by investing on a diversified basis mainly in securities (including convertible bonds) issued by US real estate investment trusts ("REITs"). It should be noted that the Portfolio will not acquire any real estate directly.
Market
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Category
Property - Indirect Other
Expense Ratio
2.10%
Fund family
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Morningstar
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Yield
-
Exchange
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| Sector | Weight |
|---|---|
| Realestate | 85.65% |
| Communication services | 9.37% |
| Basic materials | 3.12% |
| Consumer cyclical | 1.87% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| SPG | Simon Property Group Inc | 7.4% |
| PSA | Public Storage | 6.15% |
| EQR | Equity Residential | 5.3% |
| AMT | American Tower Corp | 5.28% |
| AVB | AvalonBay Communities Inc | 4.96% |
| CCI | Crown Castle International Corp | 3.97% |
| BXP | Boston Properties Inc | 3.9% |
| ESS | Essex Property Trust Inc | 3.84% |
| VTR | Ventas Inc | 3.17% |
| WY | Weyerhaeuser Co | 3.08% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| IE00B547N797.IR | Neuberger Berman China Equity Fund USD I Accumulating | IE00B547N797 | ISE | 5 | -2.89 | +0.85 | |
| IE00B984KJ54.IR | Neuberger Berman EmMkts Corp Dbt £ I Acc | IE00B984KJ54 | YHD | 1.10% | 5 | ||
| IE00B984MH70.IR | Neuberger Berman EmMkts Corp Dbt $ A Acc | IE00B984MH70 | YHD | 1.90% | 5 | -2.58 | +0.39 |
| IE00BXDZNR08.IR | Neuberger Berman EmMkts Corp I4 € Acc | IE00BXDZNR08 | YHD | 0.60% | 5 | -2.96 | +0.36 |
| NBPIX | Neuberger Berman Large Cap Value Fund | US6412247875 | NAS | 5 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.