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NBCE
Upturn stock ratingUpturn stock rating

Neuberger Berman ETF Trust (NBCE)

Upturn stock ratingUpturn stock rating
$26.34
Delayed price
Profit since last BUY3.38%
upturn advisory
Consider higher Upturn Star rating
BUY since 36 days
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  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Advisory Summary

04/01/2025: NBCE (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

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

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Neuberger Berman ETF Trust

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ETF Overview

overview logo 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.

reliability logo 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.

reliability logo Management Expertise

Neuberger Berman has a team of experienced investment professionals with expertise across various asset classes and investment strategies.

Investment Objective

overview logo 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

overview logo 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.

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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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.

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