NBOS
NBOS 1-star rating from Upturn Advisory

Neuberger Berman ETF Trust (NBOS)

Neuberger Berman ETF Trust (NBOS) 1-star rating from Upturn Advisory
$27.12
Last Close (24-hour delay)
Profit since last BUY8.52%
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BUY since 104 days
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Upturn Advisory Summary

11/05/2025: NBOS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

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

Analysis of Past Performance

Type ETF
Historic Profit 12.47%
Avg. Invested days 66
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
ETF Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

Key Highlights

Volume (30-day avg) -
Beta 0.51
52 Weeks Range 22.43 - 27.22
Updated Date 06/30/2025
52 Weeks Range 22.43 - 27.22
Updated Date 06/30/2025

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Neuberger Berman ETF Trust

Neuberger Berman ETF Trust(NBOS) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

Neuberger Berman ETF Trust represents a suite of exchange-traded funds (ETFs) managed by Neuberger Berman, designed to provide targeted exposure to various investment strategies and asset classes. These ETFs span diverse themes such as equities, fixed income, and multi-asset solutions, often employing active management to outperform benchmarks or achieve specific investment outcomes. Asset allocation and investment strategy vary significantly among the individual ETFs within the trust.

Reputation and Reliability logo Reputation and Reliability

Neuberger Berman is a well-established investment management firm with a long history and a solid reputation for providing investment solutions across various asset classes. They are known for their research-driven approach and commitment to client service.

Leadership icon representing strong management expertise and executive team Management Expertise

Neuberger Berman's management team consists of experienced investment professionals with expertise in various sectors and asset classes. The firm emphasizes fundamental analysis and risk management in its investment processes.

Investment Objective

Icon representing investment goals and financial objectives Goal

The primary investment goal varies depending on the specific ETF within the Neuberger Berman ETF Trust. Generally, the goals include capital appreciation, income generation, or a combination of both, tailored to specific market segments or investment themes.

Investment Approach and Strategy

Strategy: The ETFs within Neuberger Berman ETF Trust employ both active and passive strategies. Some ETFs track specific indices, while others are actively managed to outperform benchmarks through security selection and asset allocation. Active ETFs aims to exceed a benchmark.

Composition The asset composition varies depending on the ETF. Holdings may include stocks, bonds, commodities, or a combination of these, tailored to the specific investment objective and strategy of each ETF.

Market Position

Market Share: Market share varies significantly depending on the specific ETF and its target market. Individual ETFs may hold varying degrees of importance within their specific segments.

Total Net Assets (AUM): Varies widely across each specific ETF. Not applicable without specifying individual ETF.

Competitors

Key Competitors logo Key Competitors

Competitive Landscape

The competitive landscape depends on the specific ETF within the trust. Some ETFs face competition from large, established index trackers, while others compete with actively managed funds in niche market segments. Advantages and disadvantages depend on factors like management expertise, expense ratios, and investment strategy effectiveness.

Financial Performance

Historical Performance: Historical performance data varies significantly among the ETFs within the Neuberger Berman ETF Trust. Data is unavailable without specifying an individual ETF.

Benchmark Comparison: Benchmark comparisons also vary depending on the ETF and its investment strategy. Unavailable without specifying an individual ETF.

Expense Ratio: Varies depending on the specific ETF within the trust. Ranges widely, but specific details are needed.

Liquidity

Average Trading Volume

Average trading volume varies depending on the specific ETF, reflecting investor interest and market demand.

Bid-Ask Spread

The bid-ask spread depends on the ETF's trading volume and market depth, indicating the cost of trading.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions affect the performance of the Neuberger Berman ETF Trust. These factors vary depending on the focus and investment objectives of each ETF.

Growth Trajectory

Growth trends and patterns vary based on the specific ETF and prevailing market conditions. Changes in strategy and holdings are subject to the fund's investment mandate and market opportunities.

Moat and Competitive Advantages

Competitive Edge

Neuberger Berman ETF Trust's competitive advantages lie in its active management expertise, research-driven approach, and tailored investment solutions. Specific ETFs may benefit from a unique niche market focus, potentially providing exposure to under-followed or overlooked opportunities. The firm's reputation and distribution network also contribute to its competitive standing. Its seasoned investment professionals strive to deliver alpha and navigate market complexities.

Risk Analysis

Volatility

Volatility varies among the ETFs within the Neuberger Berman ETF Trust. Risk levels are based on their investments.

Market Risk

Market risk depends on the underlying assets held by each ETF. Equity-focused funds are subject to stock market risk, while bond funds face interest rate and credit risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile depends on the specific ETF. Generally, it caters to investors seeking targeted exposure to specific asset classes or investment strategies, either for income, growth or diversification.

Market Risk

Suitability varies depending on the specific ETF. Some ETFs are suitable for long-term investors seeking diversified exposure, while others are more appropriate for active traders seeking short-term opportunities.

Summary

Neuberger Berman ETF Trust represents a collection of ETFs offering various investment strategies and asset class exposures. The Trust's ETFs cater to investors seeking targeted outcomes, income generation, or capital appreciation based on their individual risk tolerance and financial goals. Backed by Neuberger Berman's established investment management expertise and research capabilities, these ETFs provide access to a range of markets and investment themes. The funds blend active and passive strategies depending on the ETF's focus. Investors should review the specific investment objectives and strategies of each ETF within the trust to determine its suitability for their portfolio.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • Neuberger Berman ETF Trust Website
  • Financial News Providers
  • Investment Research Reports

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.

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Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

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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 seeks to achieve its goal primarily through a strategy of writing collateralized put options on U.S. indices, including the S&P 500® Index and other indices in the S&P 500® suite of indices, and ETFs. At the time of writing (selling) a put option, the aggregate investment exposure, as measured on a notional basis (i.e., the value of the underlying instrument at its strike price), of the options written by the fund will generally be equal to 100% of the fund"s total assets.