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NBFC
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Neuberger Berman ETF Trust (NBFC)

Upturn stock ratingUpturn stock rating
$51.44
Last Close (24-hour delay)
Profit since last BUY4.13%
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Consider higher Upturn Star rating
BUY since 65 days
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: NBFC (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Neuberger Berman ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.