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NBFC
Upturn stock rating

Neuberger Berman ETF Trust (NBFC)

Upturn stock rating
$51.91
Last Close (24-hour delay)
Profit since last BUY6.26%
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Consider higher Upturn Star rating
BUY since 115 days
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Upturn Advisory Summary

10/24/2025: 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 6.82%
Avg. Invested days 63
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

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

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ETF Overview

overview logo 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.

reliability logo 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.

reliability logo Management Expertise

The management team consists of experienced investment professionals with expertise in various asset classes and investment strategies.

Investment Objective

overview logo 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

overview logo 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.

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

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

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

Upturn 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.