NBCR - ETF AI Analysis

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Neuberger Berman Core Equity ETF (NBCR)

Rating:73Outperform

Price Target:―

The Neuberger Berman Core Equity ETF (NBCR) benefits from strong contributions by top holdings like Microsoft and Alphabet, which are supported by robust financial performance, strategic investments in AI and cloud services, and positive earnings outlooks. However, the ETF's overall rating is slightly tempered by weaker holdings such as Tesla and JPMorgan Chase, which face challenges like high valuations and potential risks from credit costs. Investors should also note the ETF's concentration in technology-focused companies, which could pose sector-specific risks.

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)

AUM704.30M

RegionNorth America

Expense Ratio0.29%

Beta0.98

IssuerNeuberger Berman

Inception DateAug 01, 2024

Dividend Yield0.45%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume15,641

30 Day Avg. Volume92,606

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

37.13

Price 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 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. Nvidia’s focus on AI and data centers has kept it steady despite recent volatility, while Apple’s strong profitability and expansion into services provide a solid foundation. Alphabet is rising fast, fueled by its investments in AI and cloud services, while Tesla’s recent surge adds some spark to the mix. However, Microsoft’s mixed signals and Amazon’s short-term weakness are holding back momentum. Overall, the fund’s U.S.-centric portfolio is tech-heavy, with a sprinkle of financials and consumer names for balance.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	7.76%	$54.59M	$4.60T	36.15%	76 Outperform
AAPL	Apple	6.18%	$43.46M	$3.85T	9.37%	79 Outperform
MSFT	Microsoft	5.83%	$41.02M	$3.59T	14.12%	79 Outperform
GOOGL	Alphabet Class A	4.10%	$28.82M	$3.89T	69.46%	85 Outperform
AMZN	Amazon	3.77%	$26.55M	$2.58T	12.49%	71 Outperform
AVGO	Broadcom	2.75%	$19.36M	$1.63T	48.22%	76 Outperform
GOOG	Alphabet Class C	2.51%	$17.65M	$3.89T	66.85%	82 Outperform
META	Meta Platforms	2.38%	$16.72M	$1.64T	4.90%	76 Outperform
TSLA	Tesla	1.75%	$12.31M	$1.43T	10.40%	73 Outperform
JPM	JPMorgan Chase	1.74%	$12.24M	$890.15B	37.49%	72 Outperform

NBCR Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

31.40

Positive

100DMA

30.93

Positive

200DMA

29.10

Positive

Market Momentum

MACD

0.15

Negative

RSI

58.02

Neutral

STOCH

81.32

Negative

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 31.67, equal to the 50-day MA of 31.40, and equal to the 200-day MA of 29.10, indicating a bullish trend. The MACD of 0.15 indicates Negative momentum. The RSI at 58.02 is Neutral, neither overbought nor oversold. The STOCH value of 81.32 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NBCR.

NBCR Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
NBCR	―	―	$704.30M	0.29%	―
AVLC	―	―	$893.71M	0.15%	―
DSPY	―	―	$795.31M	0.18%	―
FTQI	―	―	$774.92M	0.76%	―
MODL	―	―	$734.25M	0.46%	―
LRGC	―	―	$727.40M	0.39%	―

Performance Comparison

NBCR

Neuberger Berman Core Equity ETF

31.92

5.60

21.28%

AVLC

Avantis U.S. Large Cap Equity ETF

―

DSPY

Tema S&P 500 Historical Weight ETF Strategy

―

FTQI

First Trust Hedged BuyWrite Income ETF

―

MODL

VictoryShares WestEnd U.S. Sector ETF

―

LRGC

AB US Large Cap Strategic Equities ETF

―

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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