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Neuberger Berman ETF Trust (NBCR)

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Upturn Advisory Summary
10/24/2025: NBCR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 10.86% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.47 - 28.65 | Updated Date 06/28/2025 |
52 Weeks Range 22.47 - 28.65 | Updated Date 06/28/2025 |
Upturn AI SWOT
Neuberger Berman ETF Trust
ETF Overview
Overview
Neuberger Berman ETF Trust encompasses a suite of ETFs with diverse strategies, focusing on sectors like equities, fixed income, and alternative investments. The asset allocation varies depending on the specific ETF within the trust. The investment strategy is actively managed, seeking to outperform benchmarks through careful security selection and asset allocation.
Reputation and Reliability
Neuberger Berman has a long-standing reputation as a reputable asset manager with a history of providing investment solutions.
Management Expertise
The management team comprises experienced professionals with expertise in various asset classes and investment strategies.
Investment Objective
Goal
The primary investment goal varies across the Neuberger Berman ETF Trust's ETFs but generally focuses on capital appreciation, income generation, or a combination of both, while aiming to outperform relevant benchmarks.
Investment Approach and Strategy
Strategy: These ETFs typically do not aim to mirror an index and employ an active investment management strategy, investing across various sectors, aiming to achieve superior returns.
Composition The ETF holdings vary depending on its specific investment focus, which might include stocks, bonds, and other assets based on the ETF's objectives and strategies.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
Competitive Landscape
The ETF market is competitive, with numerous providers offering diverse investment strategies. Neuberger Berman ETFs aim to differentiate themselves through active management and specialized investment approaches, but they face challenges from lower-cost passive ETFs and established competitors with greater brand recognition and market share. Advantages include potential for outperformance through active management; disadvantages are higher expense ratios and the risk of underperformance compared to passive benchmarks.
Financial Performance
Historical Performance: Historical financial performance data unavailable.
Benchmark Comparison: Benchmark comparison data unavailable.
Expense Ratio: Data unavailable.
Liquidity
Average Trading Volume
Average trading volume data unavailable.
Bid-Ask Spread
Bid-ask spread information is unavailable.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, interest rate movements, and overall market sentiment all affect Neuberger Berman ETF Trust's performance.
Growth Trajectory
Growth trends vary for each ETF within the Neuberger Berman ETF Trust. Active adjustments to holdings are common, and any changes to strategy are implemented to achieve target investment outcomes.
Moat and Competitive Advantages
Competitive Edge
Neuberger Berman ETFs aim for competitive advantage through active management, seeking to identify undervalued assets and capitalize on market opportunities. The potential for generating alpha, coupled with the expertise of the management team, can set these ETFs apart. Furthermore, Neuberger Berman focuses on niche market segments. However, this active approach may not always guarantee success.
Risk Analysis
Volatility
Volatility data is not available.
Market Risk
Neuberger Berman ETF Trust faces general market risks and specific risks related to its underlying assets, such as sector-specific risks, interest rate risks (for fixed income ETFs), and macroeconomic risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within the Neuberger Berman ETF Trust but is generally suitable for investors who seek actively managed investments with the potential for outperformance.
Market Risk
Neuberger Berman ETF Trust may be suitable for both long-term investors seeking potential capital appreciation and active traders looking to capitalize on short-term market opportunities.
Summary
Neuberger Berman ETF Trust is a suite of actively managed ETFs offering exposure to diverse asset classes and investment strategies. It aims to provide investors with the potential for outperformance relative to passive benchmarks through active security selection and asset allocation. The Trust's attractiveness lies in its active management approach, but investors should carefully consider the higher expense ratios and potential for underperformance compared to passive funds. Investment decisions should be based on thorough research and understanding of individual ETF objectives and risk profiles.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Neuberger Berman Official Website
- Various financial news sources
Disclaimers:
The information provided is for informational purposes only and should not be considered as investment advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Data is subject to change and may not be perfectly accurate. Past performance is not indicative of future results.
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 invests primarily in equity securities of large-capitalization companies, which it defines as companies that have a market capitalization within the market capitalization range of companies in the Russell 1000® Index at the time of initial purchase. The Portfolio Managers seek to invest in a broad group of securities that have the potential to outperform the Russell 1000® Index with a lower level of risk through security selection. The fund is non-diversified.

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.
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