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NBSM
Upturn stock ratingUpturn stock rating

Neuberger Berman ETF Trust (NBSM)

Upturn stock ratingUpturn stock rating
$21.88
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Upturn Advisory Summary

04/04/2025: NBSM (1-star) is currently NOT-A-BUY. Pass it for now.

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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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 -14.48%
Avg. Invested days 37
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/04/2025

Key Highlights

Volume (30-day avg) 47176
Beta -
52 Weeks Range 21.82 - 28.32
Updated Date 04/6/2025
52 Weeks Range 21.82 - 28.32
Updated Date 04/6/2025

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Neuberger Berman ETF Trust

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ETF Overview

overview logo Overview

Neuberger Berman ETF Trust encompasses a range of ETFs, each with distinct investment objectives and strategies, primarily focusing on active management across various asset classes and sectors. They aim to outperform benchmarks through security selection and strategic asset allocation. Asset allocation varies by fund objective.

reliability logo Reputation and Reliability

Neuberger Berman is a well-established asset manager with a long history in the financial industry, known for its research-driven investment approach and commitment to client service.

reliability logo Management Expertise

Neuberger Berman boasts a team of experienced portfolio managers and analysts with specialized expertise in different asset classes and investment strategies.

Investment Objective

overview logo Goal

The primary investment goal varies depending on the specific ETF within the Neuberger Berman ETF Trust, generally aiming for long-term capital appreciation or income generation while managing risk.

Investment Approach and Strategy

Strategy: Neuberger Berman primarily employs active management strategies, with portfolio managers actively selecting securities based on fundamental research and market analysis, rather than passively tracking an index.

Composition The ETF holdings vary widely across the Neuberger Berman ETF Trust, including stocks, bonds, and other asset classes depending on the specific fund's objective and investment strategy.

Market Position

Market Share: Market share varies significantly depending on the specific ETF within the Neuberger Berman ETF Trust, and the segment that the ETF is compared to (e.g. asset class, investment style etc.).

Total Net Assets (AUM): Data not readily available without specifying a particular Neuberger Berman ETF.

Competitors

overview logo Key Competitors

Competitive Landscape

The competitive landscape for Neuberger Berman ETFs depends on the specific ETF. Active management faces pressure from low-cost passive ETFs. Neuberger Berman's advantage lies in its research-driven approach and experienced management, while its disadvantage is potentially higher fees compared to passive strategies.

Financial Performance

Historical Performance: Historical financial performance data varies by ETF. Requires specifying a particular Neuberger Berman ETF.

Benchmark Comparison: Benchmark comparison depends on the specific ETF and its stated benchmark. Requires specifying a particular Neuberger Berman ETF.

Expense Ratio: Expense ratios vary by ETF. Requires specifying a particular Neuberger Berman ETF.

Liquidity

Average Trading Volume

Average trading volume data depends on the specific ETF and requires specifying a particular Neuberger Berman ETF.

Bid-Ask Spread

Bid-ask spread details depend on the specific ETF and require specifying a particular Neuberger Berman ETF.

Market Dynamics

Market Environment Factors

Market environment factors impacting Neuberger Berman ETFs are dependent on the specific ETF's asset class and investment strategy. Economic indicators, interest rates, and sector-specific trends all play a role.

Growth Trajectory

Growth trends and patterns are specific to each ETF within the Neuberger Berman ETF Trust and depend on the fund's investment strategy and market conditions.

Moat and Competitive Advantages

Competitive Edge

Neuberger Berman's competitive edge lies in its active management expertise, research-driven investment process, and long-standing reputation. Their focus on security selection and strategic asset allocation aims to deliver superior risk-adjusted returns. This active approach distinguishes them from passive index funds. Neuberger Berman's dedicated team of professionals contribute to a deep understanding of various market segments and offers unique niche market focus.

Risk Analysis

Volatility

Volatility varies depending on the specific ETF within the Neuberger Berman ETF Trust and its underlying assets.

Market Risk

Market risk is specific to each ETF's underlying assets and investment strategy, including factors such as equity market fluctuations, interest rate changes, and credit risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific Neuberger Berman ETF. Generally, investors seeking actively managed strategies and willing to pay higher fees for potential outperformance are suitable.

Market Risk

Suitability depends on the specific ETF. Some may be suitable for long-term investors seeking growth or income, while others may be more appropriate for active traders seeking tactical opportunities.

Summary

Neuberger Berman ETF Trust offers a range of actively managed ETFs with diverse investment objectives and strategies. Their competitive advantage lies in their research-driven approach and experienced management team. However, the higher fees associated with active management should be considered. Investors should carefully evaluate the specific ETF's objectives, risk profile, and suitability before investing. Performance and volatility are directly related to the market sectors that the particular Neuberger Berman ETF focuses on.

Similar Companies

Sources and Disclaimers

Data Sources:

  • Neuberger Berman ETF Trust Website
  • Financial News Providers

Disclaimers:

Data is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a 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

To pursue its goal, the fund normally invests 80% of its net assets in securities of small- and mid-capitalization companies. The fund managers consider a company to be small or mid capitalization if it has a market capitalization within the market capitalization range of companies in the Russell 2000® Index or the Russell Midcap® Index.

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