Neuberger Berman Disrupters ETF (NBDS)

Overview

The Neuberger Berman Disrupters ETF (NBDS) focuses on investing in companies that are disrupting traditional industries through innovation and technology. It aims to capture growth opportunities in transformative sectors.

Reputation and Reliability

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

Management Expertise

Neuberger Berman has a dedicated team of portfolio managers and analysts with experience in identifying and investing in disruptive companies.

Goal

The primary investment goal of NBDS is to provide long-term capital appreciation by investing in companies that are leading disruptors in various industries.

Investment Approach and Strategy

Strategy: NBDS employs an active investment strategy, selecting companies that are believed to have the potential to disrupt and transform their respective industries. It does not track a specific index.

Composition NBDS primarily holds stocks of companies operating in sectors such as technology, healthcare, and consumer discretionary, focusing on businesses with innovative products, services, or business models.

Market Share: NBDS's market share is relatively small compared to broader technology or growth ETFs.

Total Net Assets (AUM): 35630000

Key Competitors

• ARK Innovation ETF (ARKK)
• Global X Disruptive Technology ETF (DTEC)
• First Trust Cloud Computing ETF (SKYY)

Competitive Landscape

The disruptive technology ETF space is highly competitive. NBDS's active management and focus on specific disruptive themes differentiate it, but it faces competition from larger, more established ETFs with higher trading volumes. A disadvantage for NBDS would be its smaller size, and higher expense ratio than other ETFs. The advantage would be its ability to identify and invest in disruptive companies before they become widely recognized.

Historical Performance: Historical performance data would need to be pulled directly from financial data providers to ensure up-to-date accuracy. The data is subject to change.

Benchmark Comparison: The fund's performance is not directly comparable to any single benchmark index due to its active management strategy, it is often compared with the S&P 500 or other tech-heavy indices to provide context.

Expense Ratio: 0.75

Average Trading Volume

The average trading volume for NBDS is relatively low, which may impact the ease of buying and selling shares.

Bid-Ask Spread

The bid-ask spread for NBDS may be wider than more liquid ETFs, potentially increasing transaction costs.

Market Environment Factors

NBDS's performance is influenced by factors such as technological innovation, economic growth, interest rates, and investor sentiment towards disruptive technologies.

Growth Trajectory

NBDS's growth trajectory depends on the success of its investment picks, the overall market environment, and the fund's ability to attract investor capital. Changes to holdings are made actively by the portfolio managers.

Competitive Edge

NBDS's competitive advantage lies in its active management approach, allowing it to identify and invest in potentially disruptive companies before they become widely recognized. Neuberger Berman's experience and resources in analyzing and selecting companies contribute to the fund's value proposition. The ETF's focus on companies that are leading transformative trends differentiates it from broader market ETFs. This targeted approach helps in capturing specific growth opportunities and may lead to greater long-term capital appreciation. The fund's active management also allows it to adapt to changing market conditions and emerging disruptive trends more effectively.

Volatility

NBDS's volatility is expected to be high due to its focus on disruptive companies, which can experience rapid growth and significant price fluctuations.

Market Risk

NBDS is subject to market risk, particularly in sectors such as technology and healthcare, which can be sensitive to economic conditions and investor sentiment. The portfolio is concentrated on disruptor companies which has its own risks.

Ideal Investor Profile

The ideal investor for NBDS is one who is comfortable with higher risk and has a long-term investment horizon, seeking exposure to innovative and disruptive companies.

Market Risk

NBDS is best suited for long-term investors with a high risk tolerance who are looking to capture growth opportunities in disruptive technologies.

The Neuberger Berman Disrupters ETF (NBDS) offers investors exposure to companies leading disruptive changes across various industries. Its active management approach provides the flexibility to select and invest in high-growth potential companies. While its low trading volumes and a high expense ratio may deter some investors, those seeking targeted exposure to innovation and long-term capital appreciation may find NBDS appealing. However, potential investors should carefully consider the ETFu2019s volatile nature and its concentration in disruptive technologies before investing. The smaller size of the fund and the active portfolio management create additional risk, and offer more growth potential in a concentrated portfolio.

• ARKK
• DTEC
• SKYY
• BOTZ
• ROBO
• LIT

Data Sources:

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

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.