Neuberger Berman Next Generation Connected Consumer ETF (NBCC)

Overview

The Neuberger Berman Next Generation Connected Consumer ETF (NBCC) aims to provide investment results that, before fees and expenses, correspond to the investment performance of the Next Generation Connected Consumer Index. It focuses on companies expected to benefit from the increasing adoption of digital technologies and evolving consumer behaviors.

Reputation and Reliability

Neuberger Berman is a well-established investment management firm with a long history and a strong reputation for research and investment expertise.

Management Expertise

Neuberger Berman has a team of experienced investment professionals managing various ETFs and mutual funds.

Goal

To track the investment results, before fees and expenses, of the Next Generation Connected Consumer Index.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, seeking to replicate the composition and performance of its underlying index.

Composition The ETF primarily holds equity securities of companies that are believed to be beneficiaries of the connected consumer theme.

Market Share: Insufficient data available to provide an accurate market share for NBCC within the broader consumer discretionary or technology ETF landscape.

Total Net Assets (AUM): 42614137

Key Competitors

• XLY
• VCR
• FDIS
• ONLN

Competitive Landscape

The connected consumer ETF space is competitive. NBCC faces competition from broader consumer discretionary ETFs and more focused e-commerce ETFs. NBCC's advantage lies in its specific focus on the 'next generation' of connected consumers, while its smaller AUM can be a disadvantage compared to larger, more liquid ETFs.

Historical Performance: Historical performance data is essential for evaluation but not directly provided in this format. Please refer to financial data sources to evaluate itu2019s historic performance

Benchmark Comparison: Benchmark comparison requires specific performance data against the Next Generation Connected Consumer Index. This information can be found in financial data sources.

Expense Ratio: 0.55

Average Trading Volume

The ETF's average trading volume is moderate, allowing for relatively easy entry and exit for most investors.

Bid-Ask Spread

The bid-ask spread is typically tight, indicating reasonable trading costs.

Market Environment Factors

Economic growth, consumer spending trends, technological advancements, and regulatory changes can all affect NBCC.

Growth Trajectory

NBCC's growth trajectory depends on the continued adoption of digital technologies and the evolution of consumer behavior. The strategy and holdings are subject to change based on market conditions and the fund's investment objectives.

Competitive Edge

NBCC's competitive edge lies in its specific focus on the future of connected consumerism. The index seeks to capture companies at the forefront of digital consumption and evolving consumer behaviours. This targeted approach distinguishes it from broader consumer discretionary ETFs. The fund's selection criteria may offer differentiated exposure to companies benefitting from emerging digital trends.

Volatility

NBCC's volatility is expected to be moderate to high, given its focus on technology and consumer-related companies.

Market Risk

The ETF is subject to market risk, including the risk of declines in the value of its underlying holdings due to economic conditions, industry trends, and company-specific factors.

Ideal Investor Profile

The ideal investor for NBCC is someone seeking targeted exposure to companies benefitting from the growth of connected consumerism and is comfortable with moderate to high volatility.

Market Risk

NBCC is best suited for long-term investors who understand the risks and potential rewards of investing in a thematic ETF.

The Neuberger Berman Next Generation Connected Consumer ETF (NBCC) offers targeted exposure to companies expected to benefit from the increasing adoption of digital technologies and evolving consumer behaviors. It aims to track the Next Generation Connected Consumer Index. Its key advantage lies in its specific focus on the future of connected consumerism. However, potential investors should consider its expense ratio, moderate trading volume, and the inherent risks associated with thematic investing.

• IBUY
• ONLN
• XLY
• VCR

Data Sources:

• Neuberger Berman Website
• ETF.com
• Morningstar
• Bloomberg

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.