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NBGX - ETF AI Analysis
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Neuberger Berman Growth ETF (NBGX)
Rating:74Outperform
Price Target:―
Positive Factors
Exposure to Leading Growth Companies
The ETF holds many well-known large growth names like Microsoft, Nvidia, Alphabet, and Amazon, giving investors access to major players in technology and internet services.
Focused Growth Sector Tilt
A heavy allocation to Technology and Communication Services aligns the fund with areas of the market that have historically driven much of the stock market’s long-term growth.
Concentrated but Still Spread Across Several Sectors
While tech-oriented, the fund still includes meaningful exposure to consumer, financial, industrial, and health care stocks, which can help reduce the impact of weakness in any single sector.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year-to-date, indicating recent performance has been weak.
High Concentration in a Few Tech Giants
A small number of large technology and internet stocks make up a big share of the portfolio, increasing the risk if these specific companies continue to struggle.
Limited Geographic Diversification
With almost all assets invested in U.S. companies and very little exposure outside the U.S., the fund offers limited protection if the U.S. market underperforms other regions.
NBGX vs. SPDR S&P 500 ETF (SPY)
AUM13.39M
RegionGlobal
Expense Ratio0.44%
Beta1.14
IssuerNeuberger Berman
Inception DateDec 18, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume757
30 Day Avg. Volume1,160
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
33.70Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering49
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NBGX Summary
The Neuberger Berman Growth ETF (NBGX) is an actively managed fund that invests mainly in large U.S. companies with strong growth potential, rather than tracking a specific index. It focuses heavily on technology and communication services, with top holdings including well-known names like Microsoft, Nvidia, Amazon, and Apple. Someone might consider this ETF if they want long-term growth and broad exposure to leading, innovative companies in one investment. However, because it is heavily tilted toward growth and tech-related stocks, its price can rise and fall sharply with changes in the stock market and investor sentiment toward growth companies.
How much will it cost me?The Neuberger Berman Growth ETF (NBGX) has an expense ratio of 0.44%, which means you’ll pay $4.40 per year for every $1,000 invested. This is higher than average because it is actively managed, meaning professional investors select stocks rather than following a preset index.
What would affect this ETF?The Neuberger Berman Growth ETF (NBGX), with its focus on large-cap growth stocks and heavy exposure to technology and communication services, could benefit from continued innovation and strong earnings growth in these sectors, especially if global economic conditions remain favorable for tech adoption. However, rising interest rates or regulatory scrutiny on major tech companies like Microsoft, Nvidia, and Alphabet could negatively impact growth prospects and valuations. Additionally, broader economic slowdowns or shifts in consumer spending could pose risks to its consumer cyclical holdings.
NBGX Top 10 Holdings
NBGX is riding on the shoulders of Big Tech, with Microsoft and Nvidia setting the tone even as their recent moves have been a bit choppy. Alphabet and Amazon are the current bright spots, with rising share prices helping to pull the fund forward, while Apple and Meta look like they’re catching their breath after earlier rallies. With a heavy tilt toward U.S. technology and communication services and only modest exposure to areas like health care via Eli Lilly, this is very much a growth-first, tech-centric global fund in practice.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.84% | $1.45M | $4.57T | 41.20% | 76 Outperform | |
| Alphabet Class A | 7.83% | $1.05M | $3.67T | 75.32% | 85 Outperform | |
| Microsoft | 7.68% | $1.03M | $2.97T | -2.69% | 79 Outperform | |
| Apple | 6.84% | $916.46K | $3.88T | 7.75% | 79 Outperform | |
| Amazon | 6.18% | $827.84K | $2.20T | -2.99% | 71 Outperform | |
| Meta Platforms | 4.61% | $617.05K | $1.63T | -4.08% | 76 Outperform | |
| Broadcom | 4.12% | $551.75K | $1.58T | 52.13% | 76 Outperform | |
| Eli Lilly & Co | 2.92% | $390.87K | $962.75B | 15.55% | 72 Outperform | |
| Visa | 2.89% | $387.18K | $610.49B | -7.91% | 70 Outperform | |
| GE Aerospace | 2.68% | $358.84K | $345.67B | 71.76% | 72 Outperform |
NBGX Technical Analysis
Neutral
―
Price Trends
27.69
Negative
27.85
Negative
26.97
Negative
Market Momentum
-0.31
Positive
43.01
Neutral
43.14
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBGX, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 27.24, equal to the 50-day MA of 27.69, and equal to the 200-day MA of 26.97, indicating a bearish trend. The MACD of -0.31 indicates Positive momentum. The RSI at 43.01 is Neutral, neither overbought nor oversold. The STOCH value of 43.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NBGX.
NBGX Peer Comparison
Comparison Results
Performance Comparison
NBGX
Neuberger Berman Growth ETF
26.91
2.67
11.01%
RCGE
RockCreek Global Equality ETF
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OAKG
Oakmark Global Large Cap ETF
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GPT
Intelligent Alpha Atlas ETF
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FFLV
Fidelity Fundamental Large Cap Value ETF
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JDIV
JPMorgan Dividend Leaders 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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