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Neuberger Berman ETF Trust (NBOS)



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Upturn Advisory Summary
02/06/2025: NBOS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Neuberger Berman ETF Trust
ETF Overview
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.
Reputation and Reliability
Neuberger Berman is a well-established asset management firm with a long history and a reputation for research-driven investment processes.
Management Expertise
The management team consists of experienced investment professionals with expertise in diverse asset classes and investment strategies.
Investment Objective
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
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.
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 |
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.
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.