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Neuberger Growth ETF(NBGX)
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 NBGX
11/13/2026: NBGX (3-star) is currently NOT-A-BUY. Pass it for now.
The Neuberger Growth ETF (NBGX) provides active, high-conviction exposure to U.S. growth equities, aiming for long-term capital appreciation through fundamental research. Its primary strength lies in the institutional investment expertise of Neuberger Berman, offering a potential advantage over purely passive index products. It is best used as a core or satellite growth position for investors with a high risk tolerance who seek to outperform market indices. Key risks include higher expense ratios than passive alternatives, sector concentration, and sensitivity to interest rates and market volatility. It is most suitable for investors who value active management and are prepared for the higher volatility associated with growth-focused equity strategies.
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 is specifically designed to target companies with high capital appreciation potential. |
| Momentum investor | Strong fit while signal remains positive | Momentum strategies may align with the fund when growth-heavy sectors are currently leading market performance. |
| Value investor | Weak fit | The fund's focus on growth often leads to higher valuation multiples that conflict with traditional value criteria. |
| Dividend/Income investor | Weak fit | Growth companies prioritized by this fund typically reinvest earnings rather than paying dividends. |
| Low-risk investor | Weak fit | The focus on growth equities inherently involves higher volatility and market risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term capital appreciator who believes in the value of active management and has a higher risk tolerance.
Suitability
NBGX is best suited for long-term investors looking to complement passive holdings with active growth exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Growth stocks are prone to significant price swings based on market sentiment and earnings reports. |
| Market risk | High | The fund's value is closely tied to the overall performance of equity markets, particularly the growth sector. |
| Concentration | Medium / high | Active management may lead to concentrated positions in specific industries, increasing risk if those industries underperform. |
| Tracking/expense | Medium | Higher management fees compared to passive ETFs require the active manager to consistently outperform. |
| Liquidity | Medium | Lower trading volumes for active ETFs can sometimes lead to wider spreads during periods of market stress. |
| Business/sector quality | Medium | Reliance on specific company growth makes the fund sensitive to the operational success of its underlying holdings. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
NBGX exhibits higher volatility as it targets growth equities, which are sensitive to economic cycles and investor sentiment.
Market Risk
The fund faces significant market risk, primarily driven by the performance of the U.S. growth equity sector and interest rate fluctuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Growth Equities | 75 | Provides exposure to mature, fast-growing companies that form the core of the growth portfolio. |
| Market capitalization | Mid-Cap Growth Equities | 20 | Offers potential for higher capital appreciation through companies in earlier stages of growth. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for tactical trading and management of fund inflows and outflows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 21.62% | Avg. Invested days 75 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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