
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Neuberger Berman ETF Trust (NBSM)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: NBSM (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -15.13% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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 |
Upturn AI SWOT
Neuberger Berman ETF Trust
ETF Overview
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.
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.
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
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
Home 

