Neuberger Berman Real Estate Fund (NBRFX) Alternatives
Neuberger Berman Real Estate Fund (NBRFX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NBRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to NBRFX
NBRFX charges 1.39% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among NBRFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | NBRFX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | NBRFX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | NBRFX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | NBRFX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | NBRFX vs VGRNX |
Best Risk-Adjusted Alternatives to NBRFX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | NBRFX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | NBRFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | NBRFX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | NBRFX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | NBRFX vs FRIFX |
Top Performing NBRFX Alternatives (YTD)
NBRFX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | NBRFX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | NBRFX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | NBRFX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | NBRFX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | NBRFX vs IVRSX |
Lowest Volatility Alternatives to NBRFX
NBRFX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | NBRFX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | NBRFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | NBRFX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | NBRFX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | NBRFX vs FRIRX |
Lowest Drawdown Alternatives to NBRFX
NBRFX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | NBRFX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | NBRFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | NBRFX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | NBRFX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | NBRFX vs FRINX |
Other Mutual Funds from Neuberger Berman
Most popular Neuberger Berman mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | Long-Short | 22 | -3.63% | Dec 28, 2011 | NBRFX vs NLSIX | |
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 7 | -1.46% | Sep 27, 1988 | NBRFX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 67 | 25.95% | Mar 26, 2013 | NBRFX vs NML | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 21 | -11.52% | Jun 1, 1950 | NBRFX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 82 | 4.11% | Jan 20, 1975 | NBRFX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 10 | -9.00% | Mar 1, 1979 | NBRFX vs NMANX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 81 | -1.42% | Jul 10, 2003 | NBRFX vs NSTLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 40 | -6.55% | Mar 16, 1994 | NBRFX vs NBSRX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 7 | -1.41% | Jul 1, 1999 | NBRFX vs NBGIX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 68 | -0.86% | May 10, 2010 | NBRFX vs NINLX |
Often Compared With NBRFX
What investors most often compare with NBRFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Real Estate Investment Portfolio | REIT | 8 | 1.88% | Nov 17, 1986 | NBRFX vs FRESX | |
| InfraCap REIT Preferred ETF | Preferred Stock/Convertible Bonds, REIT | 21 | -2.23% | Feb 7, 2017 | NBRFX vs PFFR | |
| Fidelity MSCI Information Technology Index ETF | Technology Equities | 68 | -7.30% | Oct 21, 2013 | NBRFX vs FTEC | |
| Real Estate Select Sector SPDR Fund | REIT | 15 | 1.87% | Oct 7, 2015 | NBRFX vs XLRE | |
| NEOS Nasdaq-100 High Income ETF | Derivative Income | 72 | -4.41% | Jan 29, 2024 | NBRFX vs QQQI |
Compare NBRFX with Any Fund or Stock
Compare NBRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.