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- Upturn Summary
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Upturn AI Summary
Neuberger Berman Disrupters ETF(NBDS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for NBDS
11/06/2026: NBDS (2-star) is currently NOT-A-BUY. Pass it for now.
The Neuberger Berman Disrupters ETF (NBDS) provides actively managed, global exposure to companies aiming to disrupt traditional markets through innovation. Its primary strengths include a rigorous, research-driven stock selection process managed by an established firm, distinguishing it from many passive thematic peers. The fund is designed for aggressive growth-oriented portfolios, though investors must account for significant market, concentration, and volatility risks inherent in the innovation sector. Success for this fund often depends on market cycles that favor growth and technological advancement, making it best suited for long-term investors who can weather market fluctuations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses exclusively on companies with high growth potential driven by disruptive innovation. |
| Momentum investor | Strong fit while signal remains positive | The portfolio's focus on innovative tech often aligns with momentum-based market cycles. |
| Value investor | Weak fit | The focus on disruptive growth often results in higher valuation multiples, which conflicts with traditional value principles. |
| Dividend/Income investor | Weak fit | Disruptive companies are typically in their reinvestment phase and rarely pay dividends. |
| Low-risk investor | Weak fit | The thematic focus and growth-oriented holdings carry significant market and volatility risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a growth-oriented individual with a long time horizon and a high tolerance for risk and market volatility.
Suitability
This fund is best suited for long-term investors looking to add a growth-tilted, actively managed component to a well-diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The focus on disruptive industries makes the fund susceptible to significant price swings. |
| Market risk | High | General market downturns, particularly in tech or growth sectors, can severely impact performance. |
| Concentration | Medium / high | The thematic nature of the fund limits its diversification across traditional value-oriented sectors. |
| Tracking/expense | Medium | The management fee reflects active research but reduces the net return compared to passive alternatives. |
| Liquidity | Medium | Lower trading volumes can lead to wider spreads during periods of market stress. |
| Business/sector quality | Medium | Many disruptive companies are not yet profitable, relying on capital markets to fund ongoing growth. |
Risk Analysis
Volatility
NBDS exhibits high volatility, common for growth-focused, thematic funds sensitive to market sentiment and interest rates.
Market Risk
The underlying holdings are sensitive to technological disruption cycles, regulatory changes, and broader economic factors affecting growth stocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Growth Equities | 65 | Exposure to mature companies driving technological disruption provides a foundation of stability alongside growth. |
| Market capitalization | Mid-Cap Growth Equities | 25 | Mid-cap holdings offer significant upside potential as they scale their innovative solutions. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Cash holdings provide the manager with liquidity to manage volatility or capitalize on new investment opportunities. |
Analysis of Past Performance
Type ETF | Historic Profit 22.68% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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