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Neuberger Berman ETF Trust (NBSM)



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Upturn Advisory Summary
04/04/2025: NBSM (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -14.48% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Neuberger Berman ETF Trust
ETF Overview
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.
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.
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
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
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.
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 |
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.
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.