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NBET - ETF AI Analysis
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Neuberger Berman Energy Transition & Infrastructure Etf (NBET)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Mid-Tier Holdings
Several mid-weight positions, such as Williams Co and Antero Midstream, have delivered strong year-to-date performance, supporting the fund’s returns.
Sector Focus on Energy and Utilities
The ETF’s heavy exposure to energy and utilities sectors aligns with stable, income-generating industries.
Reasonable Expense Ratio
The fund’s expense ratio is competitive for a specialized ETF, making it relatively cost-effective for investors.
Negative Factors
Underperforming Top Holdings
Several of the largest positions, including Targa Resources and Energy Transfer, have lagged in year-to-date performance, dragging on overall returns.
Geographic Over-Concentration
With over 95% exposure to U.S. companies, the ETF lacks diversification across global markets.
Sector Concentration Risk
The fund’s 80% allocation to the energy sector increases vulnerability to downturns in energy markets.
NBET vs. SPDR S&P 500 ETF (SPY)
AUM30.23M
RegionGlobal
Expense Ratio0.65%
Beta0.67
IssuerNeuberger Berman
Inception DateApr 06, 2022
Dividend Yield2.63%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,941
30 Day Avg. Volume6,445
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
38.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NBET Summary
The Neuberger Berman Energy Transition & Infrastructure ETF (NBET) focuses on companies driving the shift to renewable energy and modern infrastructure. It includes businesses like Targa Resources and Energy Transfer, which are involved in energy production and transportation. This ETF is ideal for investors looking to benefit from the global move toward sustainable energy and long-term growth in the energy sector. However, new investors should note that its performance is closely tied to the energy market, which can be volatile and influenced by economic and regulatory changes.
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
The NBET ETF is heavily concentrated in the energy sector, with a focus on companies driving the global shift toward sustainable infrastructure. Targa Resources and DT Midstream are rising stars, benefiting from strong financial performance and strategic growth initiatives. Clearway Energy also stands out with robust momentum, though mixed financials temper its shine. On the flip side, Cheniere Energy and Energy Transfer are lagging, weighed down by bearish trends and growth challenges. With its global exposure and emphasis on energy transition, the fund is positioned to ride the wave of renewable innovation, though some holdings face headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Targa Resources | 8.28% | $2.48M | $39.24B | -11.06% | 74 Outperform | |
| Enterprise Products Partners | 6.93% | $2.08M | $70.29B | -3.50% | 73 Outperform | |
| Energy Transfer | 6.90% | $2.07M | $60.08B | -12.67% | 70 Outperform | |
| DT Midstream | 6.04% | $1.81M | $11.98B | 8.20% | 78 Outperform | |
| Williams Co | 5.35% | $1.60M | $74.14B | 4.65% | 76 Outperform | |
| Cheniere Energy | 5.29% | $1.58M | $42.99B | -18.77% | 71 Outperform | |
| Western Midstream Partners | 4.86% | $1.45M | $17.23B | 2.35% | 80 Outperform | |
| Clearway Energy | 4.08% | $1.22M | $6.68B | 31.25% | 70 Neutral | |
| Sempra Energy | 3.95% | $1.18M | $59.60B | 10.80% | 61 Neutral | |
| Antero Midstream | 3.83% | $1.15M | $8.47B | 9.96% | 78 Outperform |
NBET Technical Analysis
Positive
―
Price Trends
32.79
Positive
32.48
Positive
31.95
Positive
Market Momentum
0.16
Negative
63.09
Neutral
83.94
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 32.76, equal to the 50-day MA of 32.79, and equal to the 200-day MA of 31.95, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 63.09 is Neutral, neither overbought nor oversold. The STOCH value of 83.94 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
33.61
0.27
0.81%
FMED
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BCFN
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TEK
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MEDI
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NVIR
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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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