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NBOS
Upturn stock ratingUpturn stock rating

Neuberger Berman ETF Trust (NBOS)

Upturn stock ratingUpturn stock rating
$26.82
Delayed price
Profit since last BUY0.26%
upturn advisory
Consider higher Upturn Star rating
BUY since 10 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

02/06/2025: NBOS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

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

AI Based Fundamental Rating

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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 5.2%
Avg. Invested days 48
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/06/2025

Key Highlights

Volume (30-day avg) 32501
Beta 0.54
52 Weeks Range 23.14 - 26.86
Updated Date 04/1/2025
52 Weeks Range 23.14 - 26.86
Updated Date 04/1/2025

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Neuberger Berman ETF Trust

stock logo

ETF Overview

overview logo Overview

Neuberger Berman ETF Trust is a suite of actively managed ETFs focusing on various investment strategies and sectors. The trust aims to deliver excess returns through active portfolio management, asset allocation, and security selection.

reliability logo Reputation and Reliability

Neuberger Berman is a well-established asset management firm with a long history and a reputation for research-driven investment processes.

reliability logo Management Expertise

The management team consists of experienced investment professionals with expertise in diverse asset classes and investment strategies.

Investment Objective

overview logo Goal

The primary investment goal of Neuberger Berman ETF Trust varies depending on the specific ETF within the trust, typically aiming for long-term capital appreciation and/or income generation.

Investment Approach and Strategy

Strategy: Neuberger Berman ETFs are actively managed, seeking to outperform their respective benchmarks through security selection and strategic asset allocation.

Composition The assets held by the ETFs vary depending on the specific fund, including stocks, bonds, and other securities.

Market Position

Market Share: Market share varies greatly depending on the specific Neuberger Berman ETF and its sector.

Total Net Assets (AUM): AUM varies considerably across the suite of Neuberger Berman ETFs.

Competitors

overview logo Key Competitors

  • ARKK
  • VTI
  • VOO

Competitive Landscape

The actively managed ETF market is competitive, with numerous issuers offering similar strategies. Neuberger Berman ETFs' advantages lie in their experienced management team and research-driven approach. A disadvantage is the higher expense ratios compared to passively managed ETFs.

Financial Performance

Historical Performance: Historical performance data is specific to each ETF within the Neuberger Berman ETF Trust and can be found on the Neuberger Berman website or financial data providers.

Benchmark Comparison: Benchmark comparison is crucial for evaluating the performance of actively managed Neuberger Berman ETFs to determine if they are outperforming their stated benchmark.

Expense Ratio: The expense ratio varies across the Neuberger Berman ETF Trust suite.

Liquidity

Average Trading Volume

Average trading volume depends on the specific ETF within the Neuberger Berman ETF Trust and can be found on financial data providers.

Bid-Ask Spread

The bid-ask spread will vary depending on the specific ETF within the Neuberger Berman ETF Trust and its trading volume.

Market Dynamics

Market Environment Factors

Economic indicators, interest rates, and sector-specific trends can all impact the performance of Neuberger Berman ETFs.

Growth Trajectory

The growth trajectory depends on the specific ETF, its underlying asset class, and market conditions. Changes to strategy and holdings can influence future performance.

Moat and Competitive Advantages

Competitive Edge

Neuberger Berman ETF Trust's competitive edge stems from its active management approach, leveraging the firm's research capabilities and experienced investment professionals. This allows for strategic asset allocation and security selection to potentially generate alpha. The firm's established reputation and diverse range of strategies also attract investors. However, active management also carries the risk of underperformance compared to passive benchmarks and higher expense ratios.

Risk Analysis

Volatility

Volatility depends on the specific ETF's underlying assets and investment strategy within the Neuberger Berman ETF Trust.

Market Risk

Market risk includes sector-specific risks, interest rate risk, and general economic risks impacting the underlying assets of the ETFs.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF within the Neuberger Berman ETF Trust but typically includes investors seeking active management and potential for outperformance.

Market Risk

Neuberger Berman ETFs are suitable for investors who are comfortable with active management and higher expense ratios in pursuit of potentially higher returns.

Summary

Neuberger Berman ETF Trust offers a range of actively managed ETFs across various sectors and asset classes. Their strength lies in the firm's research and experienced management, aiming to deliver superior returns through active security selection. However, investors should be aware of the higher expense ratios and the risk of underperformance compared to passive index funds. The suitability of these ETFs depends on individual investor preferences and risk tolerance, especially for those who appreciate the potential benefits of active management.

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Sources and Disclaimers

Data Sources:

  • Neuberger Berman Official Website
  • Financial Data Providers (e.g., Bloomberg, Reuters)
  • ETF.com
  • Morningstar

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. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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

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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