Morningstar

Neuberger Berman Global Real Estate ETF NBGR

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub

Morningstar’s Analysis NBGR

Will NBGR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBGR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBGR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NBGR’s parent organization’s priorities and whether they’re in line with investors’ interests.

Neuberger Berman Global Real Estate ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NBGR

More NBGR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

5.45 370,715
Real Estate

American Tower Corp

5.16 350,890
Real Estate

Equinix Inc

4.47 303,752
Real Estate

Iron Mountain Inc

2.97 201,954
Real Estate

AvalonBay Communities Inc

2.97 201,526
Real Estate

Welltower Inc

2.96 201,194
Real Estate

Public Storage

2.92 198,393
Real Estate

Simon Property Group Inc

2.71 184,131
Real Estate

Sun Hung Kai Properties Ltd

2.50 169,810
Real Estate

Sun Communities Inc

2.49 169,047
Real Estate

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