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- Upturn Summary
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Upturn AI Summary
Neuberger Berman ETF Trust(NBIE)
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 NBIE
10/28/2026: NBIE (2-star) is currently NOT-A-BUY. Pass it for now.
NBIE provides active exposure to global companies leading the 'connected consumer' shift, such as those in e-commerce, fintech, and digital platforms. Its primary strength lies in the active, research-driven selection process managed by the experienced Neuberger Berman team, rather than a rigid index-based approach. The fund is best suited as a satellite holding for long-term growth investors willing to accept higher volatility and expenses in exchange for thematic expertise. Investors should monitor interest rate trends and regulatory developments, which represent the most significant external risks to its growth-heavy portfolio.
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 focuses on high-growth companies at the intersection of technology and consumer behavior. |
| Momentum investor | Mixed fit | While the fund holds trending stocks, its active management may deviate from pure momentum signals. |
| Value investor | Weak fit | The fund emphasizes long-term disruption over short-term valuation multiples, which may conflict with value disciplines. |
| Dividend/Income investor | Weak fit | The portfolio is tilted toward growth-oriented companies that rarely prioritize dividend payouts. |
| Low-risk investor | Weak fit | High concentration and sector volatility make this unsuitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth seeker who believes in the secular shift toward a digital economy and trusts professional active management.
Suitability
Best suited for long-term investors looking to add thematic 'satellite' exposure to a diversified core portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Thematic tech stocks frequently experience sharp price swings based on earnings reports and sentiment. |
| Market risk | Medium / high | General market downturns often disproportionately impact growth-oriented thematic funds. |
| Concentration | Medium / high | The fund's focus on a specific 'connected consumer' theme limits diversification across unrelated industries. |
| Tracking/expense | Medium | Higher active management fees place a greater performance burden on the fund compared to low-cost index trackers. |
| Liquidity | Medium | Lower trading volume in specific mid-cap holdings can impact exit timing during market stress. |
| Business/sector quality | Medium | The survival of disruptive companies is subject to rapid changes in technology and competition. |
Risk Analysis
Volatility
NBIE typically exhibits beta greater than 1, meaning it is more volatile than the broader market index.
Market Risk
The fund is heavily exposed to systemic risks affecting the tech and consumer sectors, particularly interest rate sensitivity and cyclical demand.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 50 | This sector exposure captures the core software and hardware infrastructure that enables modern digital connectivity. |
| Sector | Consumer Discretionary | 30 | This allocation focuses on companies transforming retail, e-commerce, and digital engagement models. |
| Sector | Communication Services | 15 | These holdings represent the platforms and networks where connected consumers interact and consume media. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash reserves are maintained for liquidity and to facilitate active portfolio rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 0.94% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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