
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
Neuberger Berman ETF Trust (NBCE)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: NBCE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 15.41% | Avg. Invested days 28 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Volume (30-day avg) 86 | Beta 0.99 | 52 Weeks Range 21.37 - 31.95 | Updated Date 04/1/2025 |
52 Weeks Range 21.37 - 31.95 | Updated Date 04/1/2025 |
Upturn AI SWOT
Neuberger Berman ETF Trust
ETF Overview
Overview
Neuberger Berman ETF Trust encompasses a suite of ETFs designed to provide investors with exposure to various segments of the financial markets, often focusing on specific investment strategies, thematic exposures, or actively managed approaches. The ETFs target diverse sectors and asset classes, employing a range of investment strategies. It covers both fixed income and equities. Its investment strategies encompass active management, quantitative strategies, and thematic investing.
Reputation and Reliability
Neuberger Berman is a well-established asset manager with a strong reputation and a long track record of providing investment solutions to institutional and individual investors.
Management Expertise
Neuberger Berman has a team of experienced investment professionals with expertise across various asset classes and investment strategies.
Investment Objective
Goal
The investment goal varies among the different ETFs within the Neuberger Berman ETF Trust but generally aims to provide investors with attractive risk-adjusted returns and achieve specific investment outcomes.
Investment Approach and Strategy
Strategy: The ETFs employ different strategies, including actively managed strategies, index tracking strategies, quantitative approaches, and thematic investment approaches.
Composition The ETF holdings include stocks, bonds, and other assets, depending on the specific investment objective and strategy of each individual ETF within the trust.
Market Position
Market Share: Varies widely depending on the specific ETF within the Trust and its sector. It is not a single market share but many depending on the fund.
Total Net Assets (AUM): Data not generally available as an aggregated single number for the entire Trust, as each ETF has its own AUM.
Competitors
Key Competitors
Competitive Landscape
Neuberger Berman ETF Trust faces competition from a wide range of ETF providers, including large established firms and smaller niche players. The competitive landscape varies across different ETF sectors and investment strategies. Advantages may include unique investment strategies or Neuberger Berman's reputation. Disadvantages could involve potentially higher expense ratios for actively managed funds.
Financial Performance
Historical Performance: Data not available as it changes per fund in the trust. Performance data can be accessed from a financial data provider for individual ETFs within the Trust.
Benchmark Comparison: Data not available as it changes per fund in the trust. Performance data can be accessed from a financial data provider for individual ETFs within the Trust.
Expense Ratio: Expense ratio changes per fund in the trust. It may vary depending on whether the ETF is passively or actively managed.
Liquidity
Average Trading Volume
Average trading volume varies significantly depending on the specific ETF; some ETFs in the trust have lower trading volumes, while others have higher volumes.
Bid-Ask Spread
The bid-ask spread depends on the trading volume and the ETF, with more liquid ETFs typically having tighter bid-ask spreads.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions influence the performance of Neuberger Berman ETF Trust's holdings.
Growth Trajectory
Growth trends depend on the specific ETF within the trust and any changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
Neuberger Berman ETF Trust's competitive advantages might include its unique investment strategies, the expertise of its investment management team, and its focus on specific niche markets. The trust may have a competitive edge because of its quantitative strategies, its active management approach, or its thematic investment strategies. Moreover, the established brand name of Neuberger Berman may also attract a particular type of investor. The ETF Trust could also provide access to a diverse range of specialized and actively managed strategies that are unavailable in other traditional index-tracking ETFs.
Risk Analysis
Volatility
Volatility depends on the underlying assets and investment strategy, with some ETFs exhibiting higher volatility than others.
Market Risk
Market risk stems from fluctuations in asset prices and broader economic conditions affecting the underlying assets of the ETFs.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF; some ETFs are suitable for long-term investors, while others are suitable for active traders. It could include investors seeking specific market exposures, diversification, or actively managed strategies.
Market Risk
Suitability varies depending on the specific ETF's investment strategy and risk profile, being best suited for investors seeking active strategies, specific market exposures, or diversification.
Summary
Neuberger Berman ETF Trust offers a diversified range of ETFs targeting various segments of the financial markets and investment strategies. The ETFs are managed by Neuberger Berman, a well-established asset manager with a solid reputation. Performance varies depending on the specific ETF and its underlying assets. Investors should carefully consider their investment objectives and risk tolerance before investing in any ETF. As the trust contains various funds with different goals and asset mixes, in doing so investors will gain exposure to the financial markets and potential future returns.
Similar Companies
- ARKK
- WOOD
- TAN
- SMH
- IBB
Sources and Disclaimers
Data Sources:
- Neuberger Berman ETF Trust Website
- Financial Data Providers (e.g., Bloomberg, FactSet)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and risk tolerance. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Neuberger Berman ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund normally invests at least 80% of its net assets in equity investments that are tied economically to China. It primarily invests in China A-Share equity securities, Chinese securities listed in Hong Kong and American Depositary Receipts, which may be variable interest entities. An equity investment will be considered to be tied economically to China if the issuer is domiciled in China or has at least 50% of its assets in or derives 50% or more of its revenues or profits from China. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.