NBCR - ETF AI Analysis
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Neuberger Berman Core Equity ETF (NBCR)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Overall Year-To-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has been working in the current market.
Leading Technology and Growth Companies in Top Holdings
Several of the largest positions, including major technology and internet companies, have shown strong performance and help drive the fund’s returns.
Broad Sector Diversification Across the U.S. Market
The fund spreads its investments across many sectors such as technology, financials, communication services, consumer, and health care, which helps reduce the impact of weakness in any single industry.
Negative Factors
Heavy Tilt Toward Technology Stocks
With a large portion of assets in the technology sector, the ETF can be more sensitive to downturns in tech-related shares.
Mixed Performance Among Top Holdings
Some of the biggest positions, including well-known technology and growth names, have recently shown weak or negative performance, which can drag on the fund’s results.
Very High Concentration in U.S. Companies
Almost all of the ETF’s assets are invested in U.S. stocks, offering little geographic diversification if the U.S. market faces broad challenges.
NBCR vs. SPDR S&P 500 ETF (SPY)
AUM837.14M
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. Volume29,145
30 Day Avg. Volume47,419
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
40.99Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering202
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NBCR Summary
The Neuberger Berman Core Equity ETF (NBCR) is a U.S. stock fund that focuses on large, well-established companies across many sectors, with a strong tilt toward technology. It doesn’t track a specific index, but instead follows a core large‑cap equity theme chosen by professional managers. Top holdings include well-known names like Apple and Nvidia, along with other major tech and consumer companies. Someone might invest in NBCR to get broad, long-term growth exposure to leading U.S. businesses in a single fund. A key risk is that it is heavily invested in stocks, especially tech, so its value can rise and fall sharply with the market.
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 into U.S. Big Tech and chips, with Nvidia and Apple acting as the main engines—both have cooled a bit lately but are still riding longer-term uptrends tied to AI and services growth. Alphabet and Amazon are also key players, adding steady tech and digital-advertising muscle despite some recent wobbling. On the flip side, Microsoft and Meta have been more of a speed bump, with softer recent moves weighing on returns. Overall, this is a U.S.-centric, tech-tilted fund where semis and mega-cap platforms set the tone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.30% | $60.80M | $5.13T | 20.16% | 76 Outperform | |
| Apple | 7.04% | $58.69M | $4.79T | 50.48% | 79 Outperform | |
| Microsoft | 4.73% | $39.45M | $2.90T | -25.31% | 79 Outperform | |
| Alphabet Class A | 4.50% | $37.54M | $4.16T | 65.32% | 85 Outperform | |
| Amazon | 3.66% | $30.47M | $2.63T | 0.62% | 71 Outperform | |
| Alphabet Class C | 2.60% | $21.70M | $4.16T | 64.77% | 82 Outperform | |
| Meta Platforms | 2.27% | $18.92M | $1.59T | -15.21% | 76 Outperform | |
| Broadcom | 1.78% | $14.84M | $1.89T | 35.94% | 76 Outperform | |
| Aon | 1.69% | $14.07M | $75.25B | -0.23% | 66 Neutral | |
| Tesla | 1.52% | $12.65M | $1.40T | 4.71% | 73 Outperform |
NBCR Technical Analysis
Negative
―
Price Trends
33.49
Negative
32.36
Positive
31.88
Positive
Market Momentum
0.07
Positive
43.85
Neutral
27.66
Neutral
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 33.59, equal to the 50-day MA of 33.49, and equal to the 200-day MA of 31.88, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 43.85 is Neutral, neither overbought nor oversold. The STOCH value of 27.66 is Neutral, 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
33.24
3.75
12.72%
DSPY
Tema S&P 500 Historical Weight ETF Strategy
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OMAH
VistaShares Target 15 Berkshire Select Income ETF
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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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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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