Neuberger Berman Disrupters ETF (NBDS)

Overview

The Neuberger Berman Disrupters ETF (NBDS) focuses on investing in companies that are deemed to be disruptive innovators across various sectors. It seeks to capture long-term growth potential by identifying and investing in companies poised to revolutionize industries.

Reputation and Reliability

Neuberger Berman is a well-established investment management firm with a long history of providing investment solutions.

Management Expertise

Neuberger Berman has a team of experienced investment professionals with expertise in identifying and analyzing disruptive companies.

Goal

The primary investment goal of NBDS is to achieve long-term capital appreciation by investing in disruptive companies.

Investment Approach and Strategy

Strategy: NBDS employs an active management strategy, selecting companies believed to be leading disruptors, rather than tracking a specific index.

Composition The ETF primarily holds stocks of companies across various sectors that are considered to be disruptive innovators.

Market Share: NBDS's market share within the disruptive innovation ETF segment is not dominant but growing.

Total Net Assets (AUM): 15780000

Key Competitors

• ARK Innovation ETF (ARKK)
• Global X Disruptive Technology ETF (DTEC)
• First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT)

Competitive Landscape

The disruptive innovation ETF market is highly competitive, with numerous funds vying for investor capital. NBDS differentiates itself through its active management approach and stock selection process. ARKK, being the largest, has the advantage of liquidity, while specialized ETFs like ROBT benefit from a more focused investment approach. NBDS faces the challenge of proving its active management can consistently outperform passive or thematic competitors.

Historical Performance: Historical performance data is not provided, but generally, this ETF would likely have significant performance fluctuations.

Benchmark Comparison: Due to the active nature of the fund, benchmark comparison should be focused on broader market indexes as the fund does not track specific niche indices.

Expense Ratio: 0.75

Average Trading Volume

NBDS's average trading volume is moderate, which can impact trade execution and potential price slippage.

Bid-Ask Spread

NBDS's bid-ask spread can fluctuate depending on market conditions, potentially affecting the cost of trading.

Market Environment Factors

Economic growth, technological advancements, and investor sentiment towards disruptive companies influence NBDS. Interest rate movements impact growth valuations.

Growth Trajectory

The growth trajectory is tied to the success of the companies in NBDS's portfolio and overall investor appetite for disruptive technologies; changes in strategy and holdings will happen often.

Competitive Edge

NBDS leverages Neuberger Berman's research capabilities to identify companies with the potential for significant disruption. Its active management approach allows for flexibility in adjusting the portfolio based on evolving market conditions. This includes potential for higher risk adjusted returns due to stock selection and portfolio management. The experienced management team provides expertise in navigating the dynamic landscape of disruptive innovation.

Volatility

NBDS is expected to experience relatively high volatility due to its focus on growth-oriented, disruptive companies.

Market Risk

The specific risks associated with NBDS include technology risk, sector concentration risk, and the risk that the ETF's holdings may not achieve their expected growth.

Ideal Investor Profile

The ideal investor for NBDS is someone with a long-term investment horizon, a high-risk tolerance, and an interest in participating in the growth potential of disruptive technologies.

Market Risk

NBDS is more suitable for long-term investors who understand the risks associated with investing in disruptive companies, as its higher volatility may make it less appropriate for active traders or passive index followers.

The Neuberger Berman Disrupters ETF is designed to provide investors exposure to companies that are considered to be innovative and disruptive across various industries. With an active management style, it offers investors the opportunity to invest into companies driving growth, and potentially providing returns not available in broad market indexes. Given its concentrated focus on potentially high-growth but unproven companies, the ETF has a fairly risky profile. For investors looking for long-term growth but with high risk tolerance, NBDS represents an option within the disruptive technology ETF space.

Data Sources:

• Neuberger Berman ETF Website
• ETF.com
• Morningstar

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.