Neuberger Berman Real Estate Fund

Shareclass
Neuberger Berman Real Estate E (NREEX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Neuberger Berman Real Estate Fund

FUND COVERAGE
# of holdings33
% of assets96%
Score
53 / 100
Rank

73.6 percentile

Group: Sector Equity

Rank: #229 out of 865

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Welltower Inc
         % of fund invested: 9.7%
         $USD invested: $65.49M
  • 2. Omega Healthcare Investors Inc
         % of fund invested: 1.16%
         $USD invested: $7.81M
  • 3. American Tower Corp
         % of fund invested: 9.46%
         $USD invested: $63.85M
  • 4. Ventas Inc
         % of fund invested: 4.37%
         $USD invested: $29.47M
  • 5. AvalonBay Communities Inc
         % of fund invested: 5.1%
         $USD invested: $34.4M
  • 6. Equinix Inc
         % of fund invested: 5.53%
         $USD invested: $37.31M
  • 7. Essential Properties Realty Trust Inc
         % of fund invested: 2%
         $USD invested: $13.49M
  • 8. Camden Property Trust
         % of fund invested: 1.09%
         $USD invested: $7.39M
  • 9. Iron Mountain Inc
         % of fund invested: 3.05%
         $USD invested: $20.57M
  • 10. Invitation Homes Inc
         % of fund invested: 2.91%
         $USD invested: $19.64M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. American Healthcare REIT Inc Ordinary Shares
         % of fund invested: 1.69%
         $USD invested: $11.44M
  • 2. InvenTrust Properties Corp
         % of fund invested: 2.27%
         $USD invested: $15.3M
  • 3. UDR Inc
         % of fund invested: 2.7%
         $USD invested: $18.2M
  • 4. Gaming and Leisure Properties Inc
         % of fund invested: 1.4%
         $USD invested: $9.44M
  • 5. Simon Property Group Inc
         % of fund invested: 2.93%
         $USD invested: $19.75M
  • 6. Digital Realty Trust Inc
         % of fund invested: 2.41%
         $USD invested: $16.27M
  • 7. Sun Communities Inc
         % of fund invested: 2.2%
         $USD invested: $14.83M
  • 8. Extra Space Storage Inc
         % of fund invested: 2.5%
         $USD invested: $16.88M
  • 9. Agree Realty Corp
         % of fund invested: 1.86%
         $USD invested: $12.59M
  • 10. Alexandria Real Estate Equities Inc
         % of fund invested: 1.58%
         $USD invested: $10.66M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Neuberger Berman Real Estate Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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