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Neuberger Berman ETF Trust (NBOS)



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Upturn Advisory Summary
09/15/2025: NBOS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 9.36% | Avg. Invested days 57 | 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) - | 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 |
Upturn AI SWOT
Neuberger Berman ETF Trust
ETF Overview
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
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.
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
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
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.
Peer Comparison
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.
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.

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