Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- About
Neuberger Berman ETF Trust (NBFC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/18/2025: NBFC (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
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 0.9% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 249 | Beta - | 52 Weeks Range 47.19 - 50.85 | Updated Date 04/1/2025 |
52 Weeks Range 47.19 - 50.85 | Updated Date 04/1/2025 |
Upturn AI SWOT
Neuberger Berman ETF Trust
ETF Overview
Overview
Neuberger Berman ETF Trust is a suite of actively managed ETFs designed to deliver targeted investment outcomes. Each fund within the trust focuses on specific sectors or strategies, employing Neuberger Berman's research and expertise to navigate market complexities and achieve desired results.
Reputation and Reliability
Neuberger Berman is a well-established asset management firm with a long history of providing investment solutions to institutional and individual investors. They are known for their research-driven approach and commitment to client service.
Management Expertise
The management team responsible for the ETFs consists of experienced portfolio managers and analysts with deep knowledge of their respective asset classes and investment strategies.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Neuberger Berman ETF Trust, but generally aims to provide competitive risk-adjusted returns or achieve a specific investment outcome.
Investment Approach and Strategy
Strategy: The ETF Trust primarily employs active management strategies, leveraging fundamental research and market analysis to identify attractive investment opportunities and adjust portfolio allocations accordingly.
Composition The assets held vary depending on the specific ETF, but can include a mix of stocks, bonds, and other securities within the target sector or strategy.
Market Position
Market Share: Insufficient data available to determine an accurate market share across all the funds in the Trust.
Total Net Assets (AUM): Data varies significantly across the individual funds within the Trust.
Competitors
Key Competitors
Competitive Landscape
Given the variety of funds under the Neuberger Berman ETF Trust umbrella, the competitive landscape varies. Active management faces competition from passive index funds. Advantages include active management expertise and disadvantages include higher expense ratios.
Financial Performance
Historical Performance: Performance data varies greatly depending on the specific ETF and its inception date.
Benchmark Comparison: Benchmark comparisons are specific to each ETF and its investment objective.
Expense Ratio: Expense ratios vary depending on the ETF, ranging from 0.35% to 0.79%.
Liquidity
Average Trading Volume
Average trading volume differs considerably among the various funds in the Neuberger Berman ETF Trust.
Bid-Ask Spread
The bid-ask spread is specific to each fund and fluctuates based on market conditions and trading activity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, interest rates, and overall market sentiment can significantly impact Neuberger Berman ETF Trust performance.
Growth Trajectory
Growth trends vary among the individual ETFs within the trust depending on the performance and investor demand for each specific fund.
Moat and Competitive Advantages
Competitive Edge
Neuberger Berman ETF Trust leverages its actively managed strategies, potentially providing an edge through stock selection and market timing. The firm's strong research capabilities and experienced investment team are key differentiators. Focus on specific sectors or investment themes can attract targeted investor interest, enhancing their competitive advantage. Active management differentiates them from passive, index-tracking competitors.
Risk Analysis
Volatility
Volatility varies based on the asset class and investment strategy of each individual ETF.
Market Risk
Market risk is inherent to investing in equities and fixed income; specific market risks apply based on the chosen fund.
Investor Profile
Ideal Investor Profile
The ideal investor varies depending on the specific fund, but generally includes investors seeking targeted exposure to specific sectors or strategies with the potential for active management to enhance returns.
Market Risk
Suitability varies depending on the ETF, but many are appropriate for long-term investors seeking specific market exposure, while some might appeal to active traders.
Summary
Neuberger Berman ETF Trust offers actively managed ETFs targeting specific investment outcomes. The strength of Neuberger Berman's research and experienced management team is key. Investor should research the holdings and strategies of the individual ETFs. However, performance will vary. Consider the increased fees associated with active management compared to passive index-tracking strategies.
Similar Companies
Sources and Disclaimers
Data Sources:
- Neuberger Berman ETF Trust Website
- Various Financial Data Providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.
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 | ||
To pursue its goal, the fund invests at least 80% of its net assets in credit instruments, including derivative instruments and other investment companies that provide investment exposure to credit instruments. The managers define credit instruments to include a broad array of debt securities including the following: corporate and sovereign bonds; securitized instruments including mortgage-backed and other asset-backed securities and credit risk transfer assets; municipal securities; CDOs, including CLOs; loans; tender option bonds etc.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.