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NBET - ETF AI Analysis
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Neuberger Berman Energy Transition & Infrastructure Etf (NBET)
Rating:68Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Top Holdings
Many of the largest positions, including key midstream and energy infrastructure names, have delivered generally positive year-to-date results that support the fund’s overall performance.
Targeted Energy Transition Theme
The fund focuses on energy transition and infrastructure companies, giving investors concentrated exposure to a specific long-term growth theme.
Negative Factors
High Sector Concentration
With most assets in the energy sector and only a small allocation to utilities and materials, the ETF is heavily exposed to swings in one industry.
Limited Geographic Diversification
The portfolio is overwhelmingly invested in U.S. companies, with only a small stake in Canada, which reduces international diversification.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees instead of going to investors.
NBET vs. SPDR S&P 500 ETF (SPY)
AUM36.51M
RegionGlobal
Expense Ratio0.65%
Beta0.65
IssuerNeuberger Berman
Inception DateApr 06, 2022
Dividend Yield2.3%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,718
30 Day Avg. Volume4,552
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
40.21Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NBET Summary
NBET is an ETF that invests in U.S.-focused energy transition and infrastructure companies rather than tracking a set index. It mainly holds energy and utility businesses that move, store, and support natural gas and other fuels, plus some firms involved in cleaner power and related infrastructure. Well-known holdings include Cheniere Energy and Sempra Energy. Someone might invest in NBET to seek long-term growth from the global shift toward more modern and cleaner energy systems while staying diversified across many companies. A key risk is that it is heavily tied to the energy sector, which can be volatile and sensitive to commodity prices and regulation.
How much will it cost me?The Neuberger Berman Energy Transition & Infrastructure ETF (NBET) has an expense ratio of 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on specialized energy transition and infrastructure investments that require more research and management expertise.
What would affect this ETF?The NBET ETF could benefit from global efforts to transition to renewable energy and increased investments in energy infrastructure, as governments and companies prioritize sustainability and innovation. However, it may face challenges from fluctuating energy prices, regulatory changes, or slower-than-expected adoption of renewable technologies, which could impact its holdings in energy and utilities sectors.
NBET Top 10 Holdings
NBET is leaning heavily into North American energy infrastructure, with midstream names like Targa Resources and DT Midstream doing much of the heavy lifting as their momentum stays firmly in the “rising” camp. Enterprise Products Partners and Energy Transfer add a steadier, income-focused backbone, helping smooth out bumps in the energy transition story. Cheniere Energy’s mixed signals and Western Midstream’s more subdued progress keep the fund from really sprinting. Overall, this is a concentrated energy play with global demand exposure but primarily U.S.-listed operators at the wheel.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Targa Resources | 9.19% | $3.36M | $49.81B | 15.90% | 74 Outperform | |
| Enterprise Products Partners | 6.72% | $2.46M | $78.51B | 8.39% | 73 Outperform | |
| Energy Transfer | 6.44% | $2.36M | $64.68B | -2.97% | 70 Outperform | |
| DT Midstream | 6.06% | $2.22M | $13.95B | 44.64% | 78 Outperform | |
| Williams Co | 5.62% | $2.06M | $89.76B | 30.00% | 76 Outperform | |
| Cheniere Energy | 5.21% | $1.91M | $47.56B | 0.34% | 71 Outperform | |
| Antero Midstream | 4.14% | $1.51M | $10.46B | 36.52% | 78 Outperform | |
| Clearway Energy | 4.12% | $1.51M | $7.80B | 39.68% | 70 Neutral | |
| Western Midstream Partners | 4.08% | $1.49M | $16.13B | 1.34% | 80 Outperform | |
| Sempra Energy | 3.55% | $1.30M | $61.33B | 29.72% | 61 Neutral |
NBET Technical Analysis
Positive
―
Price Trends
34.81
Positive
33.62
Positive
32.83
Positive
Market Momentum
1.14
Negative
78.03
Negative
82.71
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBET, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 37.23, equal to the 50-day MA of 34.81, and equal to the 200-day MA of 32.83, indicating a bullish trend. The MACD of 1.14 indicates Negative momentum. The RSI at 78.03 is Negative, neither overbought nor oversold. The STOCH value of 82.71 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NBET.
NBET Peer Comparison
Comparison Results
Performance Comparison
NBET
Neuberger Berman Energy Transition & Infrastructure Etf
38.74
7.20
22.83%
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MEDI
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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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