NBCR - ETF AI Analysis
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Neuberger Berman Core Equity ETF (NBCR)
Rating:73Outperform
Price Target:―
Positive Factors
Large, Established U.S. Companies
The ETF is almost entirely invested in U.S. stocks and holds many well-known, mega-cap companies that are widely followed and financially established.
Strong Recent Performance
The fund has shown positive returns so far this year and over the last month, indicating recent upward momentum.
Growth-Oriented Tech and Communication Exposure
A significant portion of the portfolio is in technology and communication services, where several top holdings have delivered strong gains this year.
Negative Factors
Heavy Concentration in a Few Tech Giants
A large share of the fund is tied up in a small number of big technology names, which increases the impact if any of these companies struggle.
Mixed Performance Among Top Holdings
Some major positions, including well-known technology and consumer names, have shown weak or negative performance this year, which can drag on overall returns.
Limited International Diversification
With almost all assets in U.S. stocks, the ETF offers little geographic diversification and is highly dependent on the U.S. market.
NBCR vs. SPDR S&P 500 ETF (SPY)
AUM825.65M
RegionNorth America
Expense Ratio0.29%
Beta0.99
IssuerNeuberger Berman
Inception DateAug 01, 2024
Dividend Yield0.43%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume137,046
30 Day Avg. Volume49,166
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
40.40Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering204
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 doesn’t track a specific index, but instead picks individual stocks to build a core, long-term portfolio. Well-known holdings include Nvidia, Apple, Microsoft, Amazon, and Alphabet (Google). Someone might invest in NBCR to get broad exposure to many leading U.S. companies in a single, simple investment with potential for long-term growth. A key risk is that it is heavily weighted toward tech stocks, so its value can swing up and down 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. mega-cap tech, with Nvidia, Apple, and Alphabet doing most of the heavy lifting as their shares keep climbing on the back of AI and cloud optimism. Amazon and Broadcom are also rising, adding extra fuel from e-commerce and chip demand. On the flip side, Microsoft’s more mixed performance and a wobbling Meta act like a bit of sand in the gears, while Tesla’s uneven year adds some bumpiness. Overall, this is a U.S.-centric, Big Tech–driven story, with the fund’s fortunes closely tied to a handful of dominant names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.92% | $68.53M | $4.96T | 44.72% | 76 Outperform | |
| Apple | 6.52% | $56.42M | $4.51T | 49.68% | 79 Outperform | |
| Microsoft | 4.87% | $42.15M | $3.10T | -11.86% | 79 Outperform | |
| Alphabet Class A | 4.36% | $37.71M | $4.45T | 112.19% | 85 Outperform | |
| Amazon | 3.65% | $31.60M | $2.65T | 13.02% | 71 Outperform | |
| Alphabet Class C | 2.64% | $22.89M | $4.45T | 109.10% | 82 Outperform | |
| Broadcom | 2.17% | $18.77M | $1.83T | 62.35% | 76 Outperform | |
| Meta Platforms | 2.13% | $18.45M | $1.51T | -15.66% | 76 Outperform | |
| Tesla | 1.66% | $14.38M | $1.47T | 32.48% | 73 Outperform | |
| Eli Lilly & Co | 1.48% | $12.83M | $1.07T | 48.52% | 72 Outperform |
NBCR Technical Analysis
Positive
―
Price Trends
32.45
Positive
31.80
Positive
31.42
Positive
Market Momentum
0.22
Positive
48.24
Neutral
6.11
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBCR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.51, equal to the 50-day MA of 32.45, and equal to the 200-day MA of 31.42, indicating a neutral trend. The MACD of 0.22 indicates Positive momentum. The RSI at 48.24 is Neutral, neither overbought nor oversold. The STOCH value of 6.11 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NBCR.
NBCR Peer Comparison
Comparison Results
Performance Comparison
NBCR
Neuberger Berman Core Equity ETF
33.12
5.45
19.70%
DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income ETF
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INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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OMAH
VistaShares Target 15 Berkshire Select Income ETF
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GSPY
Gotham Enhanced 500 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.
DisclaimerThis 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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