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 a closer substitute for your current allocation.
Cheapest Alternatives to NBRFX
NBRFX charges 1.39% annually. There are 95 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | NBRFX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | NBRFX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | NBRFX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | NBRFX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | NBRFX vs VGRNX |
Best Risk-Adjusted Alternatives to NBRFX
NBRFX has a PortfoliosLab risk / return rank of 26. There are 73 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | NBRFX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | NBRFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | NBRFX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 77 | — | Feb 1999 | NBRFX vs IRSAX | |
| abrdn Realty Income & Growth Fund | 75 | — | Dec 1998 | NBRFX vs AIGYX |
Top Performing NBRFX Alternatives (YTD)
NBRFX is at 17.83% YTD. There are 19 mutual funds in the REIT category with higher YTD returns, going as high as 23.38%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 23.38% | — | Dec 2010 | NBRFX vs PJEZX | |
| VY CBRE Real Estate Portfolio | 22.05% | — | Jan 1989 | NBRFX vs IVRSX | |
| abrdn Realty Income & Growth Fund | 22.02% | — | Dec 1998 | NBRFX vs AIGYX | |
| Columbia Real Estate Equity Fund | 21.85% | — | Apr 1994 | NBRFX vs CREEX | |
| Great-West Real Estate Index Fund | 21.69% | — | Nov 2012 | NBRFX vs MXREX |
Lowest Volatility Alternatives to NBRFX
NBRFX has 13.99% 1-year volatility. There are 74 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | NBRFX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | NBRFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | NBRFX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.74% | — | Jun 2014 | NBRFX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.24% | — | Feb 2003 | NBRFX vs FRIFX |
Lowest Drawdown Alternatives to NBRFX
NBRFX has a 1-year max drawdown of -7.84%. There are 31 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | NBRFX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | NBRFX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | NBRFX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | NBRFX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | NBRFX vs FRIFX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NBGNX, NML, NLSIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 15 | 14.00% | — | Sep 1988 | NBRFX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 54 | 26.87% | — | Mar 2013 | NBRFX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 18 | 2.14% | — | Dec 2011 | NBRFX vs NLSIX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 13 | 5.29% | — | Jun 1950 | NBRFX vs NGUAX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 36 | 0.54% | — | Jul 2003 | NBRFX vs NSTLX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 94 | 19.91% | — | Jan 1975 | NBRFX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 3.41% | — | Mar 1979 | NBRFX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 8 | 9.24% | — | May 2021 | NBRFX vs NBXG | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 85 | 22.35% | — | May 2010 | NBRFX vs NINLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 74 | 14.90% | — | Mar 1994 | NBRFX vs NBSRX |
Often Compared With NBRFX
Investors most often compare NBRFX with FRESX, PFFR, FTEC. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare NBRFX with Any Fund or Stock
Compare NBRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NBRFX with funds that move differently
Neuberger Berman Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBRFX.
Explore NBRFX Diversifiers