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Upturn AI SWOT - About
Neuberger Berman Carbon Transition & Infrastructure ETF (NBCT)
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Upturn Advisory Summary
04/01/2025: NBCT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit -8.82% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 10511 | Beta - | 52 Weeks Range 24.97 - 34.45 | Updated Date 04/2/2025 |
52 Weeks Range 24.97 - 34.45 | Updated Date 04/2/2025 |
Upturn AI SWOT
Neuberger Berman Carbon Transition & Infrastructure ETF
ETF Overview
Overview
The Neuberger Berman Carbon Transition & Infrastructure ETF (NBCT) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the ICE Carbon Transition & Infrastructure Index. It focuses on companies poised to benefit from the transition to a lower-carbon economy and investments in infrastructure.
Reputation and Reliability
Neuberger Berman is a well-established and reputable asset manager with a long history of providing investment solutions.
Management Expertise
Neuberger Berman has a dedicated team of experienced investment professionals managing its ETF offerings.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the ICE Carbon Transition & Infrastructure Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the ICE Carbon Transition & Infrastructure Index.
Composition The ETF primarily holds stocks of companies expected to benefit from carbon transition and infrastructure development.
Market Position
Market Share: Data not available to calculate specific market share.
Total Net Assets (AUM): Data not available.
Competitors
Key Competitors
- ICLN
- TAN
- FAN
- QCLN
Competitive Landscape
The renewable energy and infrastructure ETF market is competitive, with several established players. NBCT faces competition from larger, more liquid ETFs. Advantages of NBCT may include a more targeted or refined index methodology. Disadvantages include lower AUM and trading volume compared to competitors.
Financial Performance
Historical Performance: Historical performance data not available.
Benchmark Comparison: Benchmark comparison not available.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
Average trading volume data is not available but likely to be low due to small AUM size.
Bid-Ask Spread
Bid-ask spread data is not available but likely to be relatively wide compared to more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic indicators related to infrastructure spending, government policies supporting renewable energy, and overall market sentiment towards ESG investments are significant factors.
Growth Trajectory
Growth depends on adoption of the ETF strategy and overall market conditions for infrastructure and clean energy investments.
Moat and Competitive Advantages
Competitive Edge
NBCT's competitive edge lies in its specific index methodology, focusing on companies directly involved in the carbon transition and infrastructure sectors. This targeted approach could attract investors seeking precise exposure. The ETF offers a potential diversification benefit within a broader ESG or clean energy portfolio. The potential for superior performance relative to broad clean energy funds is a key differentiator.
Risk Analysis
Volatility
Volatility depends on the volatility of the underlying stocks, which are likely to be in the renewable energy and infrastructure sectors.
Market Risk
Specific risks include regulatory changes affecting renewable energy, infrastructure project delays, and fluctuating commodity prices.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking exposure to companies involved in the carbon transition and infrastructure sectors, with a moderate to high risk tolerance.
Market Risk
NBCT is suitable for long-term investors looking for thematic exposure but may not be appropriate for active traders due to potentially lower liquidity.
Summary
The Neuberger Berman Carbon Transition & Infrastructure ETF (NBCT) offers exposure to companies benefiting from the transition to a lower-carbon economy and infrastructure development. The ETF tracks the ICE Carbon Transition & Infrastructure Index, providing a targeted investment strategy. It's suitable for long-term investors with a moderate to high-risk tolerance seeking thematic exposure. Potential investors should consider the ETF's relatively small size and liquidity compared to its competitors.
Similar Companies
- ICLN
- TAN
- FAN
- QCLN
- GRID
- ACES
- PBW
Sources and Disclaimers
Data Sources:
- Neuberger Berman Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share and AUM data may not be current.
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 Carbon Transition & Infrastructure ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowing for investment purposes) in equity securities of carbon transition companies and infrastructure companies. It invests a significant portion of its assets in carbon transition companies, which manager considers to be those companies operating energy infrastructure assets such as pipelines or renewable energy production, utilities, publicly-traded master limited partnerships or limited liability companies taxed as partnerships, MLPs that are taxed as C-corporations, MLP affiliates.
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