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Neuberger Berman ETF Trust(NBOS)
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 NBOS
11/13/2026: NBOS (3-star) is currently NOT-A-BUY. Pass it for now.
NBOS provides active, thematic exposure to global companies benefiting from the evolution of the connected consumer, focusing on long-term capital appreciation. Its primary strengths are the professional active management and the specific thematic focus that seeks to capitalize on digital transformation. It is best used as a satellite holding for growth-oriented investors looking to complement core broad-market positions. Key risks include higher volatility due to thematic concentration, sensitivity to technology-sector valuations, and the potential for higher expenses compared to passive indices. Investors should monitor consumer spending trends and regulatory changes impacting technology firms.
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 innovative companies with potential for long-term capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | The fund may align with momentum strategies when the underlying themes of consumer connectivity are experiencing rapid growth. |
| Value investor | Weak fit | The focus on growth-oriented thematic stocks often conflicts with traditional value-based valuation criteria. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital growth over the generation of steady dividend income. |
| Low-risk investor | Weak fit | Thematic and growth-focused active equity funds typically carry higher volatility than broad-market or defensive funds. |
Investor Profile
Ideal Investor Profile
The ideal investor is a growth-oriented individual seeking thematic exposure to digital consumer trends with a long-term time horizon.
Suitability
The fund is best suited for long-term investors comfortable with the higher volatility and specific risks associated with thematic active management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Thematic concentration can lead to significant swings in daily and monthly pricing. |
| Market risk | Medium / high | General market downturns often disproportionately impact growth-oriented equities. |
| Concentration | High | Focusing on a specific theme leaves the portfolio vulnerable to sector-specific headwinds. |
| Tracking/expense | Medium | Higher active management fees can create a performance drag over long holding periods. |
| Liquidity | Medium | Lower trading volumes may make exiting large positions more costly during market turbulence. |
| Business/sector quality | Medium | The success of the fund depends on the continued growth and viability of the 'connected consumer' theme. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
The fund exhibits higher historical volatility due to its focus on growth-oriented, technology-adjacent consumer stocks.
Market Risk
Risks include exposure to equity market downturns, thematic sector rotation, and potential underperformance of the active stock selection strategy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | United States Equities | 65 | Provides primary exposure to the innovation hubs of the U.S. consumer technology market. |
| Geography | International Developed Markets | 25 | Offers global diversification by capturing leading consumer brands and tech firms in Europe and Asia. |
| Industry | Technology and E-commerce Services | 10 | Provides core exposure to the software and logistics infrastructure supporting connected consumers. |
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 20.76% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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