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NBET - ETF AI Analysis

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NBET

Neuberger Berman Energy Transition & Infrastructure Etf (NBET)

Rating:68Neutral
Price Target:
NBET’s rating reflects a solid but not outstanding profile, driven mainly by strong midstream energy holdings like Western Midstream Partners, DTM, and Antero Midstream, which show robust financial performance, strategic growth, and attractive dividends. However, some holdings such as Antero Resources and Clearway Energy face issues like high leverage, valuation concerns, and revenue or cash flow challenges, which weigh on the fund’s overall quality. The main risk factor is the ETF’s concentration in energy and infrastructure names, which can expose investors to sector-specific and regulatory risks.
Positive Factors
Strong Recent Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its strategy.
Top Holdings Showing Solid Gains
Most of the largest positions, including several midstream energy names, have posted strong year-to-date performance that supports the fund’s returns.
Targeted Exposure to Energy Transition Theme
The focus on energy and infrastructure tied to the energy transition offers investors a concentrated way to benefit from this long-term trend.
Negative Factors
High Sector Concentration in Energy
With the vast majority of assets in the energy sector, the fund is heavily exposed to swings in energy markets and commodity-related news.
Limited Geographic Diversification
The ETF is invested almost entirely in U.S. companies, giving investors little exposure to opportunities or diversification outside the United States.
Above-Average Expense Ratio
The fund’s fee is relatively high for an ETF, which can gradually reduce investors’ net returns over time.

NBET vs. SPDR S&P 500 ETF (SPY)

NBET Summary

NBET is an exchange-traded fund that focuses on the energy transition and infrastructure theme, rather than tracking a traditional index. It mainly holds U.S. energy and utility companies that move, store, and support energy, including well-known names like Cheniere Energy and Williams. Someone might invest in NBET to seek long-term growth from the global shift toward cleaner and more modern energy systems, while getting a basket of related companies instead of picking individual stocks. A key risk is that it is heavily concentrated in the energy sector, so its price can rise or fall sharply with energy markets.
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 heavily tilted toward U.S.-focused energy infrastructure, with midstream names like Targa Resources, Enterprise Products Partners, and Energy Transfer doing much of the heavy lifting thanks to generally rising trends over the past few months. Cheniere Energy has been a standout, adding extra spark despite some recent choppiness. On the softer side, Western Midstream and Antero Resources have been more mixed, occasionally taking the wind out of the fund’s sails. Overall, this is a concentrated bet on the energy transition’s pipes, ports, and power lines rather than broad global equities.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Targa Resources9.17%$4.03M$53.26B55.50%
74
Outperform
Enterprise Products Partners7.69%$3.38M$80.46B19.54%
73
Outperform
Energy Transfer7.30%$3.21M$66.55B12.38%
70
Outperform
DT Midstream6.13%$2.70M$14.57B41.05%
78
Outperform
Cheniere Energy5.61%$2.47M$50.32B2.70%
71
Outperform
Williams Co5.37%$2.36M$88.01B24.80%
76
Outperform
Western Midstream Partners4.15%$1.83M$17.13B17.19%
80
Outperform
Clearway Energy3.96%$1.74M$7.84B32.13%
70
Neutral
Antero Midstream3.82%$1.68M$9.94B15.77%
78
Outperform
Antero Resources3.47%$1.52M$11.14B-7.16%
67
Neutral

NBET Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
40.14
Negative
100DMA
37.36
Positive
200DMA
34.72
Positive
Market Momentum
MACD
0.18
Positive
RSI
43.99
Neutral
STOCH
21.92
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBET, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 40.05, equal to the 50-day MA of 40.14, and equal to the 200-day MA of 34.72, indicating a neutral trend. The MACD of 0.18 indicates Positive momentum. The RSI at 43.99 is Neutral, neither overbought nor oversold. The STOCH value of 21.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NBET.

NBET Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$44.00M0.65%
68
Neutral
$58.74M0.50%
59
Neutral
$47.50M0.80%
71
Outperform
$39.88M0.75%
61
Neutral
$28.09M0.80%
60
Neutral
$5.95M0.85%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NBET
Neuberger Berman Energy Transition & Infrastructure Etf
39.60
8.63
27.87%
FMED
Fidelity Disruptive Medicine ETF
BCFN
Baron Financials ETF
TEK
iShares Technology Opportunities Active ETF
MEDI
Harbor Health Care ETF
NVIR
Horizon Kinetics Energy and Remediation 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.
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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