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Neuberger Berman ETF Trust (NBOS)
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Upturn Advisory Summary
01/10/2025: NBOS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 4.58% | Avg. Invested days 66 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance 5.0 | ETF Returns Performance 1.0 |
Profits based on simulation | Last Close 01/10/2025 |
Key Highlights
Volume (30-day avg) 34448 | Beta 0.55 | 52 Weeks Range 23.20 - 27.17 | Updated Date 01/22/2025 |
52 Weeks Range 23.20 - 27.17 | Updated Date 01/22/2025 |
AI Summary
ETF Neuberger Berman ETF Trust: An Overview
Profile:
Neuberger Berman ETF Trust is a family of Exchange-Traded Funds (ETFs) offering diversified exposure across various asset classes and investment strategies. The Trust's ETFs cater to investors seeking long-term capital appreciation and income generation through a combination of active and passive management approaches.
Objective:
The primary investment goal of Neuberger Berman ETF Trust is to provide investors with efficient and cost-effective access to various market segments through actively managed and passively managed index-tracking strategies. The Trust aims to achieve this by:
- Delivering competitive returns through active management and strategic asset allocation.
- Offering low-cost exposure to broad market segments through passively managed index-tracking strategies.
- Providing investors with a diversified range of investment options across different asset classes and risk profiles.
Issuer:
Neuberger Berman, the issuer of the ETF Trust, is a leading global investment management firm with over 100 years of experience. The firm boasts a strong reputation for its active management expertise and commitment to delivering innovative investment solutions.
Reputation and Reliability:
Neuberger Berman enjoys a solid reputation in the financial industry, consistently receiving high ratings from independent review organizations. The firm's long-standing track record of success and commitment to client satisfaction contribute to its strong reliability among investors.
Management:
Neuberger Berman's seasoned investment team possesses extensive experience and expertise in managing various asset classes and employing diverse investment strategies. The team's deep understanding of the market and proven track record inspire confidence in their ability to navigate market complexities and generate returns for investors.
Market Share:
Neuberger Berman ETF Trust holds a modest market share within the overall ETF landscape. However, the Trust's assets under management have experienced steady growth in recent years, indicating increasing investor interest in its offerings.
Total Net Assets:
As of November 2023, the total net assets under management for Neuberger Berman ETF Trust exceed $XX billion. This figure reflects the growing popularity of the Trust's ETFs among investors seeking diversified investment solutions.
Moat:
Neuberger Berman ETF Trust's competitive advantages lie in its:
- Experienced and skilled management team: The team's expertise in active management and proven track record provide an edge in navigating market dynamics and generating alpha.
- Diversified range of investment strategies: The Trust offers a variety of actively managed and passively managed ETFs, catering to different investor needs and risk profiles.
- Competitive expense ratios: The Trust's ETFs generally boast expense ratios below the industry average, making them cost-effective investment options.
Financial Performance:
The financial performance of Neuberger Berman ETF Trust varies across its different ETFs due to their diverse investment strategies and market exposures. However, the Trust's actively managed ETFs have generally outperformed their benchmark indices over the long term, demonstrating the value of the firm's active management expertise.
Growth Trajectory:
The growth trajectory for Neuberger Berman ETF Trust appears positive, fueled by the increasing demand for diversified and cost-effective investment solutions. The Trust's expanding product lineup and continued focus on innovation are likely to attract المزيد من المستثمرين seeking to capitalize on various market opportunities.
Liquidity:
The ETFs within Neuberger Berman ETF Trust exhibit varying levels of liquidity, with some boasting high average trading volumes, ensuring efficient買賣. The bid-ask spreads for the Trust's ETFs are generally competitive, minimizing the cost of trading.
Market Dynamics:
The market environment for Neuberger Berman ETF Trust is influenced by various factors, including:
- Economic indicators: Economic growth, inflation, and interest rates significantly impact investor sentiment and market performance.
- Sector growth prospects: The growth potential of specific sectors drives investor demand for ETFs focused on those areas.
- Current market conditions: Market volatility, geopolitical events, and global economic trends can influence the performance of the Trust's ETFs.
Competitors:
Neuberger Berman ETF Trust faces competition from other major ETF providers, including:
- iShares (BlackRock): iShares offers a comprehensive range of ETFs covering various asset classes and investment strategies, commanding a significant market share.
- Vanguard: Vanguard is known for its low-cost index-tracking ETFs, making it a formidable competitor in the passive investment space.
- State Street Global Advisors (SSGA): SSGA offers a diverse range of ETFs with a focus on active management and factor-based investing strategies.
Expense Ratio:
The expense ratios for Neuberger Berman ETF Trust vary depending on the specific ETF and its investment strategy. However, the Trust generally offers competitive expense ratios compared to industry averages, making them cost-effective investment options.
The information provided above is for general knowledge and educational purposes only, and does not constitute investment advice. Please consult with a qualified financial advisor before making any investment decisions.
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.
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