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Upturn AI SWOT - About
Neuberger Berman ETF Trust (NBSM)
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Upturn Advisory Summary
08/14/2025: NBSM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 -11.28% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 |
Upturn AI SWOT
Neuberger Berman ETF Trust
ETF Overview
Overview
Neuberger Berman ETF Trust is a suite of ETFs designed to offer exposure to various investment strategies and asset classes, typically employing active management approaches. The ETFs within the trust aim to outperform their respective benchmarks by leveraging Neuberger Berman's research and investment expertise.
Reputation and Reliability
Neuberger Berman is a well-established asset management firm with a long history and a strong reputation for investment research and performance.
Management Expertise
The management team consists of experienced investment professionals with expertise in various asset classes and investment strategies.
Investment Objective
Goal
To provide investors with specific investment outcomes, such as capital appreciation, income generation, or downside protection, depending on the individual ETF's mandate.
Investment Approach and Strategy
Strategy: Actively managed ETFs seeking to outperform specific benchmarks or achieve defined investment objectives.
Composition Holdings vary depending on the specific ETF within the trust, and may include stocks, bonds, and other asset classes.
Market Position
Market Share: Varies significantly depending on the specific ETF within the Neuberger Berman ETF Trust.
Total Net Assets (AUM): Data unavailable as this is a trust, not a single ETF. AUM will vary for each ETF within the trust.
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- iShares Core S&P 500 ETF (IVV)
- Vanguard Total Stock Market ETF (VTI)
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering a wide range of investment strategies. Neuberger Berman ETF Trust's actively managed approach distinguishes it, but also makes it subject to manager skill and risk. Competitors offer passively managed, low-cost alternatives.
Financial Performance
Historical Performance: Varies significantly depending on the specific ETF within the Neuberger Berman ETF Trust. Data unavailable.
Benchmark Comparison: Varies significantly depending on the specific ETF within the Neuberger Berman ETF Trust and the chosen benchmark. Data unavailable.
Expense Ratio: Varies depending on the specific ETF within the trust. Averages around 0.50%-0.80%.
Liquidity
Average Trading Volume
Average trading volume varies greatly depending on the specific ETF within the trust, ranging from very low to substantial, affecting trade execution costs.
Bid-Ask Spread
The bid-ask spread varies depending on the ETF's trading volume and liquidity; ETFs with higher trading volumes usually have tighter spreads.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, sector-specific trends, and investor sentiment all influence the performance of the Neuberger Berman ETF Trust's ETFs.
Growth Trajectory
Growth depends on the specific ETFs' investment strategies and their ability to deliver on their objectives; strategy and holdings are subject to change at management's discretion.
Moat and Competitive Advantages
Competitive Edge
Neuberger Berman ETF Trust's advantage lies in its active management approach, which aims to generate alpha by leveraging the firm's research capabilities and investment expertise. This allows for flexible adjustments based on market conditions and specific investment opportunities. They target sophisticated investors looking for higher returns than passive index investing. However, it also depends heavily on investment management decisions which may or may not be correct.
Risk Analysis
Volatility
Volatility varies greatly depending on the specific ETF within the trust and its underlying assets.
Market Risk
The specific risks depend on the ETF's underlying assets, including market risk, sector-specific risk, interest rate risk, and credit risk.
Investor Profile
Ideal Investor Profile
Investors who understand the nuances of active management and are seeking potentially higher returns than passive index funds.
Market Risk
Suitable for both long-term investors and active traders, depending on the specific ETF's strategy and the investor's risk tolerance.
Summary
Neuberger Berman ETF Trust offers a suite of actively managed ETFs designed to deliver specific investment outcomes. It leverages Neuberger Berman's investment expertise to generate alpha. Success depends on the management team's decisions and the prevailing market conditions. Investors should carefully consider the specific objectives and risk profiles of each ETF before investing. The expense ratios are slightly higher than passive ETFs because of active management fees.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Neuberger Berman Official Website
- ETF Database
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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.