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NBCR - ETF AI Analysis
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Neuberger Berman Core Equity ETF (NBCR)
Rating:73Outperform
Price Target:
$34.00
Positive Factors
Strong Top Holdings
Several key positions, including Nvidia, Broadcom, and Microsoft, have delivered strong year-to-date performance, driving the fund’s growth.
Sector Diversification
The ETF spreads its investments across multiple sectors, including technology, financials, and health care, reducing reliance on any single industry.
Reasonable Expense Ratio
With a 0.3% expense ratio, the fund offers relatively low costs compared to actively managed ETFs, preserving more returns for investors.
Negative Factors
High Technology Concentration
Over 40% of the fund is allocated to the technology sector, making it vulnerable to downturns in tech stocks.
Limited Geographic Exposure
The ETF is heavily focused on U.S. companies, offering little diversification across international markets.
Mixed Performance Among Holdings
While some holdings like Nvidia and Broadcom have performed well, others like Amazon and Apple have shown weaker year-to-date growth.
NBCR vs. SPDR S&P 500 ETF (SPY)
AUM657.90M
RegionNorth America
Expense Ratio0.30%
Beta0.98
IssuerNeuberger Berman
Inception DateAug 01, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume95,191
30 Day Avg. Volume86,988
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
36.60Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering195
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NBCR Summary
The Neuberger Berman Core Equity ETF (NBCR) is an investment fund that focuses on large-cap companies, which are well-established businesses with strong market presence. It includes top names like Microsoft and Nvidia, and covers a variety of sectors such as technology, financials, and healthcare. This ETF is designed for investors seeking steady growth and diversification across different industries. However, since it heavily invests in technology stocks, its performance can be impacted by changes in the tech sector or broader market trends.
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
The Neuberger Berman Core Equity ETF leans heavily into technology, with names like Nvidia and Apple driving the fund’s performance thanks to their steady growth and strategic focus on AI and services. Alphabet is another bright spot, showing rising momentum as its investments in cloud and AI pay off. However, Microsoft and Meta have been lagging recently, with bearish trends and valuation concerns holding them back. While the fund is diversified across sectors, its tech-heavy positioning and U.S. focus make it particularly sensitive to shifts in the innovation-driven market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.59% | $49.95M | $4.35T | 26.02% | 76 Outperform | |
| Apple | 6.65% | $43.74M | $4.01T | 18.10% | 80 Outperform | |
| Microsoft | 6.07% | $39.95M | $3.51T | 13.22% | 73 Outperform | |
| Alphabet Class A | 3.88% | $25.49M | $3.62T | 81.88% | 80 Outperform | |
| Amazon | 3.57% | $23.48M | $2.36T | 11.96% | 71 Outperform | |
| Broadcom | 2.97% | $19.53M | $1.61T | 107.15% | 76 Outperform | |
| Alphabet Class C | 2.37% | $15.62M | $3.62T | 79.89% | 86 Outperform | |
| Meta Platforms | 2.27% | $14.95M | $1.50T | 6.28% | 71 Outperform | |
| JPMorgan Chase | 1.87% | $12.32M | $811.29B | 19.90% | 72 Outperform | |
| Tesla | 1.81% | $11.92M | $1.30T | 10.93% | 73 Outperform |
NBCR Technical Analysis
Neutral
―
Price Trends
31.05
Negative
30.33
Positive
28.48
Positive
Market Momentum
-0.11
Positive
41.44
Neutral
16.01
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBCR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 31.24, equal to the 50-day MA of 31.05, and equal to the 200-day MA of 28.48, indicating a neutral trend. The MACD of -0.11 indicates Positive momentum. The RSI at 41.44 is Neutral, neither overbought nor oversold. The STOCH value of 16.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NBCR.
NBCR Peer Comparison
Comparison Results
Performance Comparison
NBCR
Neuberger Berman Core Equity ETF
30.60
3.19
11.64%
SEIM
SEI Enhanced U.S. Large Cap Momentum Factor ETF
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AVLC
Avantis U.S. Large Cap Equity ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income ETF
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MODL
VictoryShares WestEnd U.S. Sector 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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