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NBCR - ETF AI Analysis
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Neuberger Berman Core Equity ETF (NBCR)
Rating:73Outperform
Price Target:―
Positive Factors
Large, Well-Known Holdings
The ETF’s biggest positions are in major, established U.S. companies that many investors view as long-term market leaders.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any single industry runs into trouble.
Moderate Expense Ratio
The fund’s fee is reasonable for an actively managed core equity ETF, allowing investors to keep more of their returns compared with higher-cost options.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Weak Recent Performance
The ETF has slipped slightly over the year to date and in the past month, showing some recent performance softness.
Concentration in a Few Mega-Cap Names
Several of the largest positions each take up a meaningful slice of the fund, increasing the impact if any of these big companies struggle.
NBCR vs. SPDR S&P 500 ETF (SPY)
AUM784.98M
RegionNorth America
Expense Ratio0.29%
Beta0.99
IssuerNeuberger Berman
Inception DateAug 01, 2024
Dividend Yield0.47%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume248,144
30 Day Avg. Volume170,194
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
38.08Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering207
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NBCR Summary
The Neuberger Berman Core Equity ETF (NBCR) is an actively managed fund that invests mainly in large U.S. companies across many sectors, with a strong tilt toward technology. It does not track a specific index, but instead selects stocks to build a core, long-term portfolio. Well-known holdings include Apple, Nvidia, Microsoft, Amazon, and Alphabet (Google). Someone might invest in NBCR to get broad exposure to many leading U.S. companies in a single fund, aiming for long-term growth. A key risk is that it is heavily invested in tech stocks, so its value can rise and fall sharply with that sector.
How much will it cost me?The Neuberger Berman Core Equity ETF (NBCR) has an expense ratio of 0.30%, meaning you’ll pay $3 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, where experts select stocks rather than tracking an index. Active management often involves higher costs due to research and decision-making efforts.
What would affect this ETF?The Neuberger Berman Core Equity ETF (NBCR), with its strong focus on U.S. large-cap stocks and significant exposure to technology, could benefit from continued innovation and growth in the tech sector, as well as a stable U.S. economy. However, rising interest rates or regulatory changes targeting major tech companies like Microsoft, Nvidia, and Apple could negatively impact performance. Additionally, broader economic downturns or sector-specific challenges in financials and communication services may pose risks to the ETF's growth potential.
NBCR Top 10 Holdings
NBCR is leaning heavily on U.S. Big Tech, with Nvidia and Apple doing much of the heavy lifting as they keep rising and help anchor the fund’s strong tilt toward technology and AI. Alphabet and Meta are also pulling their weight, offering steadier, more mixed gains that balance out the ride. On the flip side, Microsoft and Amazon have been losing a bit of steam lately, acting as mild brakes rather than engines. With all major holdings U.S.-based, this is very much a domestic, tech-centric story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.60% | $62.36M | $4.45T | 58.45% | 76 Outperform | |
| Apple | 6.40% | $52.51M | $3.75T | 21.98% | 79 Outperform | |
| Microsoft | 5.17% | $42.45M | $2.98T | 6.10% | 79 Outperform | |
| Alphabet Class A | 4.06% | $33.30M | $3.67T | 86.50% | 85 Outperform | |
| Amazon | 3.44% | $28.21M | $2.25T | 8.07% | 71 Outperform | |
| Broadcom | 2.54% | $20.88M | $1.59T | 75.57% | 76 Outperform | |
| Alphabet Class C | 2.48% | $20.36M | $3.67T | 84.06% | 82 Outperform | |
| Meta Platforms | 2.48% | $20.34M | $1.61T | 8.05% | 76 Outperform | |
| Tesla | 1.71% | $14.01M | $1.48T | 64.12% | 73 Outperform | |
| Aon | 1.60% | $13.14M | $67.69B | -19.86% | 66 Neutral |
NBCR Technical Analysis
Negative
―
Price Trends
31.54
Negative
31.43
Negative
30.39
Negative
Market Momentum
-0.28
Positive
30.89
Neutral
16.71
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBCR, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 31.19, equal to the 50-day MA of 31.54, and equal to the 200-day MA of 30.39, indicating a bearish trend. The MACD of -0.28 indicates Positive momentum. The RSI at 30.89 is Neutral, neither overbought nor oversold. The STOCH value of 16.71 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NBCR.
NBCR Peer Comparison
Comparison Results
Performance Comparison
NBCR
Neuberger Berman Core Equity ETF
30.22
4.26
16.41%
MODL
VictoryShares WestEnd U.S. Sector ETF
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BALI
BlackRock Advantage Large Cap Income ETF
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LRGC
AB US Large Cap Strategic Equities ETF
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―
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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―
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FTQI
First Trust Hedged BuyWrite Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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