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Neuberger Berman ETF Trust (NBFC)



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Upturn Advisory Summary
08/14/2025: NBFC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 4.75% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 46.41 - 50.83 | Updated Date 06/28/2025 |
52 Weeks Range 46.41 - 50.83 | Updated Date 06/28/2025 |
Upturn AI SWOT
Neuberger Berman ETF Trust
ETF Overview
Overview
The response requires a specific ETF under the Neuberger Berman ETF Trust. Since no specific ETF is provided, a general overview is impossible. The trust likely includes ETFs focused on various asset classes and investment strategies, targeting specific sectors or thematic investments. The investment strategy varies by ETF but usually aims to replicate an index or actively manage a portfolio.
Reputation and Reliability
Neuberger Berman is a well-established investment management firm with a long history. Its reputation for reliability is generally considered to be high, reflecting its experience and commitment to client service.
Management Expertise
Neuberger Berman has a team of experienced portfolio managers and analysts. The expertise within the management team is typically broad, covering various asset classes and investment styles.
Investment Objective
Goal
The investment goal varies depending on the specific ETF within the Neuberger Berman ETF Trust. It generally aims to provide investment returns that match a specific benchmark or exceed it through active management.
Investment Approach and Strategy
Strategy: The strategy can be either passive (tracking an index) or active (seeking to outperform a benchmark).
Composition The composition varies widely based on the specific ETF. It could include stocks, bonds, commodities, or a mix of these.
Market Position
Market Share: Market share depends on the specific Neuberger Berman ETF. Without a specific ETF, this information cannot be provided.
Total Net Assets (AUM): Total Net Assets (AUM) depends on the specific Neuberger Berman ETF. Without a specific ETF, this information cannot be provided.
Competitors
Key Competitors
Competitive Landscape
Without a specific Neuberger Berman ETF, the competitive landscape cannot be accurately described. The advantages and disadvantages depend on the specific ETF's investment strategy and asset allocation.
Financial Performance
Historical Performance: Historical performance data varies depending on the specific Neuberger Berman ETF. Without a specific ETF, this information cannot be provided.
Benchmark Comparison: Benchmark comparison data varies depending on the specific Neuberger Berman ETF. Without a specific ETF, this information cannot be provided.
Expense Ratio: Expense ratio varies depending on the specific Neuberger Berman ETF. Without a specific ETF, this information cannot be provided.
Liquidity
Average Trading Volume
Average trading volume varies greatly depending on the specific ETF within the Neuberger Berman ETF Trust and its popularity.
Bid-Ask Spread
The bid-ask spread is dependent upon the specific ETF and market conditions, fluctuating with trading activity and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions affect the specific Neuberger Berman ETF based on its investment focus.
Growth Trajectory
Growth trends depend on the specific Neuberger Berman ETF's investment strategy and the performance of its underlying assets, with possible strategic shifts.
Moat and Competitive Advantages
Competitive Edge
Neuberger Berman's potential competitive advantages include their experienced management team, established reputation, and potentially unique investment strategies that might target niche markets. They may have specific sector expertise or innovative product offerings that differentiate them from competitors. The strength of their competitive edge is very dependent on the specific ETF in question, and their ability to consistently deliver alpha.
Risk Analysis
Volatility
Volatility depends on the specific Neuberger Berman ETF and its asset allocation. Equity ETFs generally exhibit higher volatility than fixed-income ETFs.
Market Risk
Market risk is associated with fluctuations in the value of the ETF's underlying assets. The specific risks depend on the ETF's investment focus (e.g., sector-specific risk, interest rate risk, credit risk).
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific Neuberger Berman ETF. It is important that investors have a reasonable understanding of the investment goals and risk-adjusted return potential
Market Risk
Suitability depends on the investor's risk tolerance, investment time horizon, and financial goals. Some ETFs might be suitable for long-term investors, while others are better suited for active traders.
Summary
Neuberger Berman ETF Trust offers a range of ETFs with varying investment objectives and strategies. These ETFs can cater to different investor profiles depending on their risk tolerance and financial goals. Before investing, it's essential to understand the specific ETF's underlying assets, expense ratio, and risks. The overall performance and suitability of the investment are dependent on the specific ETF within the Trust.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Neuberger Berman Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. 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 invests at least 80% of its net assets in credit instruments, including derivative instruments and other investment companies that provide investment exposure to credit instruments. The managers define credit instruments to include a broad array of debt securities including the following: corporate and sovereign bonds; securitized instruments including mortgage-backed and other asset-backed securities and credit risk transfer assets; municipal securities; CDOs, including CLOs; loans; tender option bonds etc.

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