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Neuberger Berman ETF Trust (NBFC)

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Upturn Advisory Summary
10/24/2025: NBFC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 6.82% | Avg. Invested days 63 | 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 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 Neuberger Berman ETF Trust represents a suite of ETFs managed by Neuberger Berman, each with a distinct investment focus. They typically target specific sectors or investment strategies, aiming to provide investors with targeted exposure.
Reputation and Reliability
Neuberger Berman is a well-established asset management firm with a long history in the financial industry, known for its research capabilities and investment expertise.
Management Expertise
The management team consists of experienced investment professionals with expertise in various asset classes and investment strategies.
Investment Objective
Goal
The investment goal varies by ETF within the Neuberger Berman ETF Trust. Each ETF aims to achieve its specific investment objective, as defined in its prospectus, ranging from income generation to capital appreciation in specific sectors.
Investment Approach and Strategy
Strategy: The ETFs within the Neuberger Berman ETF Trust may track a specific index, follow a rules-based methodology, or employ active management strategies depending on the specific fund.
Composition The composition of each ETF varies depending on its investment objective and strategy. Holdings may include stocks, bonds, or other assets.
Market Position
Market Share: The market share of each ETF within the Neuberger Berman ETF Trust varies depending on its specific sector and investment focus.
Total Net Assets (AUM): The total net assets (AUM) varies significantly between the different ETFs within the Neuberger Berman ETF Trust.
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- Invesco QQQ Trust (QQQ)
- iShares Core S&P 500 ETF (IVV)
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering a wide range of investment options. Neuberger Berman ETF Trust competes with both large, established ETF providers and smaller, specialized firms. Advantages of Neuberger Berman ETF Trust may include specialized investment strategies or niche market focus, while disadvantages may include lower brand recognition or smaller AUM compared to larger competitors.
Financial Performance
Historical Performance: Historical performance varies significantly between the different ETFs within the Neuberger Berman ETF Trust depending on their specific investment objective and strategy.
Benchmark Comparison: Benchmark comparison is dependent upon the specific ETF's stated benchmark and will vary across the suite of products.
Expense Ratio: Expense ratios vary across the Neuberger Berman ETF Trust, depending on the complexity and management style of each individual fund.
Liquidity
Average Trading Volume
Average trading volume varies among the funds, with some of the less popular funds having relatively low trading volumes.
Bid-Ask Spread
Bid-ask spread varies among the funds, the ones with lower volumes tending to have wider spreads.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions affect the performance of the underlying assets held by each Neuberger Berman ETF.
Growth Trajectory
Growth trends and patterns vary across the ETF Trust depending on sector growth and investment strategy. Changes in strategy are disclosed in the fund prospectus.
Moat and Competitive Advantages
Competitive Edge
Neuberger Berman ETF Trust's competitive advantages stem from its parent company's research capabilities, active investment expertise, and specialized investment strategies. Certain ETFs may focus on niche markets or offer unique investment approaches not readily available from other providers. This can attract investors seeking targeted exposure or differentiated investment solutions. Neuberger Berman's reputation as a reputable asset manager may also contribute to its competitive advantage, fostering investor trust and confidence.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF and the underlying assets. Some ETFs may exhibit higher volatility than others due to their sector focus or investment strategy.
Market Risk
Market risk is inherent in all investments and depends on the underlying assets held. Specific risks are associated with market conditions and sector risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies based on the specific ETF's objectives, but generally includes investors seeking targeted exposure to specific sectors or investment strategies.
Market Risk
Suitability depends on the individual ETF. Certain ETFs are better suited for long-term investors, while others may be used by active traders.
Summary
Neuberger Berman ETF Trust offers a diverse range of ETFs catering to various investment objectives. These ETFs target specific sectors and investment strategies, providing investors with targeted exposure. Performance and risk profiles vary significantly between the funds. Investors should carefully review the specific ETF's prospectus before investing, ensuring that it aligns with their investment goals and risk tolerance. Neuberger Berman's reputation and expertise in asset management are key strengths.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Neuberger Berman ETF Trust Prospectus
- ETF.com
- Morningstar
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results. Market data is subject to change.
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.

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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