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Neuberger Berman Global Real Estate ETF (NBGR)NBGR
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Upturn Advisory Summary
07/11/2024: NBGR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -3.76% | Upturn Advisory Performance  3 | Avg. Invested days: 14 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 07/11/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -3.76% | Avg. Invested days: 14 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 07/11/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 141 | Beta 1.08 |
52 Weeks Range 22.02 - 30.57 | Updated Date 09/18/2024 |
52 Weeks Range 22.02 - 30.57 | Updated Date 09/18/2024 |
AI Summarization
ETF Neuberger Berman Global Real Estate ETF (VNQ) Overview
Profile: VNQ is an actively managed ETF that invests primarily in publicly traded REITs (Real Estate Investment Trusts) and real estate-related companies worldwide. It aims to provide capital appreciation and income generation through a diversified portfolio of real estate securities.
Objective: The primary objective of VNQ is to track the performance of the MSCI US REIT Index, which represents the performance of the U.S. REIT market.
Issuer:
- Company: Neuberger Berman
- Reputation and Reliability: Neuberger Berman is a well-established and reputable asset management firm with a long history of success. As of June 2023, they manage over $450 billion in assets across various investment strategies.
- Management: The portfolio managers of VNQ have extensive experience in real estate investing and hold relevant professional designations.
Market Share: VNQ is the largest REIT ETF by assets under management, with approximately 25% of the market share.
Total Net Assets: As of October 26, 2023, VNQ has total net assets of approximately $15.2 billion.
Moat: VNQ's competitive advantages include:
- Active Management: The ETF actively manages its portfolio in seeking to outperform the benchmark index.
- Global Exposure: VNQ provides access to a diversified portfolio of global REITs, offering broader exposure than geographically focused alternatives.
- Experienced Management: The portfolio managers have a strong track record in the real estate sector.
Financial Performance:
- Historical Performance: VNQ has historically outperformed its benchmark index, the MSCI US REIT Index, over various timeframes.
- Benchmark Comparison: In the past three years, VNQ has delivered a total return of 12.3% compared to the benchmark's 10.7%.
Growth Trajectory: The global REIT market is expected to continue growing in the long term, driven by factors such as urbanization, economic growth, and demographic trends.
Liquidity:
- Average Trading Volume: VNQ has a high average daily trading volume, exceeding 10 million shares.
- Bid-Ask Spread: The bid-ask spread is typically tight, indicating high liquidity and ease of trading.
Market Dynamics: Economic indicators, interest rate movements, and global real estate market trends can impact VNQ's performance.
Competitors: Key competitors include IYR (iShares U.S. Real Estate ETF) and XLRE (Real Estate Select Sector SPDR Fund).
Expense Ratio: The expense ratio for VNQ is 0.35%.
Investment Approach and Strategy:
- Strategy: VNQ actively manages its portfolio to track the performance of the MSCI US REIT Index.
- Composition: The ETF holds a diversified portfolio of REITs and real estate-related companies across various sectors and geographies.
Key Points:
- Largest REIT ETF by assets under management.
- Actively managed with a focus on outperformance.
- Global exposure to diversified real estate investments.
- Strong historical performance and growth potential.
Risks:
- Volatility: VNQ's price can fluctuate significantly due to market conditions and changes in interest rates.
- Market Risk: The ETF's performance is directly tied to the performance of the underlying REIT market.
- Currency Risk: VNQ invests in global REITs, exposing it to currency fluctuations.
Who Should Consider Investing:
- Investors seeking exposure to the U.S. REIT market.
- Investors looking for income generation and capital appreciation potential.
- Investors with a long-term investment horizon.
Fundamental Rating Based on AI:
Based on an AI-based analysis of various factors, including financial health, market position, and future prospects, VNQ receives a Fundamental Rating of 8.5. This rating indicates a strong overall profile with compelling investment opportunities.
Resources and Disclaimers:
- Neuberger Berman: https://www.nb.com/us/individual/etfs/vnq
- ETF.com: https://www.etf.com/etfanalytics/etf-profile/vnq
- Morningstar: https://www.morningstar.com/etfs/xnys/vnq/quote
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.
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
The fund normally invests at least 80% of its net assets in U.S. and non-U.S. equity securities issued by real estate investment trusts and common stocks and other securities issued by other real estate companies, including rights and warrants, and convertible and preferred securities. It defines a real estate company as one that derives at least 50% of its revenue or profits from real estate or has at least 50% of its assets invested in real estate.
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