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NBSM
Upturn stock rating

Neuberger Berman ETF Trust (NBSM)

Upturn stock rating
$25.64
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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Upturn Advisory Summary

10/24/2025: NBSM (1-star) is currently NOT-A-BUY. Pass it for now.

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 -15.13%
Avg. Invested days 54
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
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 20.83 - 28.32
Updated Date 06/30/2025
52 Weeks Range 20.83 - 28.32
Updated Date 06/30/2025

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Neuberger Berman ETF Trust

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ETF Overview

overview logo Overview

Neuberger Berman ETF Trust offers a variety of actively managed ETFs targeting different investment objectives, strategies, and asset classes to provide investors with opportunities for growth, income, and diversification.

reliability logo Reputation and Reliability

Neuberger Berman is a well-established asset manager with a long history in the investment industry, known for its active management capabilities and research-driven approach.

reliability logo Management Expertise

The management team comprises experienced investment professionals with expertise in various asset classes and investment strategies, ensuring informed decision-making for the ETFs.

Investment Objective

overview logo Goal

To provide investors with exposure to specific asset classes or investment strategies with the goal of achieving targeted returns while managing risk.

Investment Approach and Strategy

Strategy: The ETF Trust employs an active management strategy, where portfolio managers make investment decisions based on their research and market outlook.

Composition The ETFs within the Neuberger Berman ETF Trust hold a variety of assets, including stocks, bonds, and other securities, depending on the specific investment objective of each ETF.

Market Position

Market Share: Data unavailable.

Total Net Assets (AUM): Data unavailable.

Competitors

overview logo Key Competitors

Competitive Landscape

The competitive landscape is comprised of numerous ETF providers, both passive and active. Neuberger Berman differentiates itself through its active management expertise and focus on specific investment strategies. A disadvantage is that active management typically leads to higher expense ratios than passive index tracking funds.

Financial Performance

Historical Performance: Historical performance varies significantly across the different ETFs within the Neuberger Berman ETF Trust. Refer to individual ETF fact sheets for specific performance data.

Benchmark Comparison: Performance relative to benchmarks depends on the specific ETF and its investment strategy. Compare each ETF's performance to its relevant benchmark for analysis.

Expense Ratio: Expense ratios vary across the different ETFs within the Neuberger Berman ETF Trust. Refer to individual ETF prospectuses for specific expense ratio data.

Liquidity

Average Trading Volume

Average trading volume varies significantly across the different ETFs within the Neuberger Berman ETF Trust.

Bid-Ask Spread

Bid-ask spread varies significantly across the different ETFs within the Neuberger Berman ETF Trust.

Market Dynamics

Market Environment Factors

Economic indicators, interest rates, market volatility, and sector-specific trends can all impact the performance of ETFs within the Neuberger Berman ETF Trust.

Growth Trajectory

The growth trajectory depends on the specific ETF, its asset class, and the overall market environment. Changes to strategy and holdings are actively managed by the portfolio managers.

Moat and Competitive Advantages

Competitive Edge

Neuberger Berman ETF Trust's advantages include its active management expertise, diversified product offerings, and established brand reputation. The firm leverages its research capabilities and investment professionals to make informed investment decisions. The focus is on delivering targeted returns while managing risk effectively. This active approach may appeal to investors seeking outperformance compared to passive index funds.

Risk Analysis

Volatility

Volatility varies across the different ETFs within the Neuberger Berman ETF Trust depending on the underlying asset class and investment strategy.

Market Risk

Market risk is inherent in all investments. The specific risks associated with each ETF depend on its underlying assets, such as stocks, bonds, or other securities.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF within the Neuberger Berman ETF Trust. Investors seeking active management, specific asset class exposure, or targeted investment strategies would be a good fit.

Market Risk

Suitability depends on the investor's risk tolerance, investment objectives, and time horizon. Neuberger Berman ETF Trust may be appropriate for both long-term investors and active traders depending on the specific ETF.

Summary

Neuberger Berman ETF Trust offers a range of actively managed ETFs designed to provide investors with targeted investment solutions. These ETFs leverage Neuberger Berman's expertise in active management, aiming for potentially higher returns than passive strategies. The Trust's diverse product offerings cater to various investor profiles and risk preferences. However, the expense ratios are often higher than those of passive ETFs, reflecting the cost of active management. Investors should carefully consider their investment objectives and risk tolerance before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Neuberger Berman ETF Trust website
  • Financial news websites
  • ETF databases

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.

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 normally invests 80% of its net assets in securities of small- and mid-capitalization companies. The fund managers consider a company to be small or mid capitalization if it has a market capitalization within the market capitalization range of companies in the Russell 2000® Index or the Russell Midcap® Index.