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NBGX - ETF AI Analysis
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Neuberger Berman Growth ETF (NBGX)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Nvidia, Alphabet, and Broadcom, have delivered strong year-to-date performance, driving overall returns.
Technology Sector Leadership
With nearly half of its portfolio in the technology sector, the ETF benefits from exposure to a high-growth area of the market.
Reasonable Expense Ratio
The ETF's expense ratio of 0.44% is competitive for actively managed funds, helping investors retain more of their returns.
Negative Factors
High Sector Concentration
The ETF is heavily weighted toward technology stocks, which could lead to higher volatility if the sector faces challenges.
Limited Geographic Diversification
With over 99% of its holdings in U.S. companies, the ETF lacks exposure to international markets, which could limit its ability to benefit from global growth.
Mixed Short-Term Performance
The ETF's one-month performance has been slightly negative, which may concern investors looking for consistent returns.
NBGX vs. SPDR S&P 500 ETF (SPY)
AUM12.73M
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. Volume221
30 Day Avg. Volume315
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
34.09Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NBGX Summary
The Neuberger Berman Growth ETF (NBGX) is an investment fund that focuses on large companies in the U.S. and Canada that are growing quickly and showing strong earnings potential. It includes well-known companies like Microsoft and Nvidia, and it invests heavily in technology, communication services, and consumer-related industries. This ETF is designed for investors who want to grow their money over time by focusing on innovative and market-leading businesses. However, since it is heavily invested in tech stocks, its performance can be affected by changes in the technology sector and overall market trends.
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
The Neuberger Berman Growth ETF leans heavily into technology, with Microsoft and Nvidia leading the charge. While Nvidia’s AI-driven growth has been a bright spot, Microsoft’s recent performance has been mixed, holding back some momentum. Alphabet is rising steadily, buoyed by its investments in AI and cloud services, while Apple’s growth remains steady but unspectacular. Meta Platforms, however, has been lagging, weighed down by bearish sentiment and regulatory concerns. With a global focus and a clear tilt toward tech-heavy growth, this fund is riding the innovation wave but faces challenges from valuation pressures and uneven stock performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 10.98% | $1.40M | $3.62T | 12.88% | 73 Outperform | |
| Nvidia | 10.04% | $1.28M | $4.37T | 29.78% | 76 Outperform | |
| Alphabet Class A | 8.25% | $1.06M | $3.80T | 83.62% | 80 Outperform | |
| Apple | 6.87% | $878.45K | $4.18T | 18.16% | 79 Outperform | |
| Amazon | 6.52% | $833.45K | $2.50T | 11.00% | 71 Outperform | |
| Broadcom | 4.98% | $636.91K | $1.82T | 129.60% | 76 Outperform | |
| Meta Platforms | 3.77% | $481.54K | $1.62T | 8.10% | 78 Outperform | |
| Eli Lilly & Co | 2.87% | $366.64K | $1.00T | 30.07% | 71 Outperform | |
| Mastercard | 2.63% | $336.77K | $488.48B | 3.38% | 69 Neutral | |
| Netflix | 2.40% | $306.74K | $462.42B | 21.56% | 69 Neutral |
NBGX Technical Analysis
Positive
―
Price Trends
28.09
Positive
27.61
Positive
25.68
Positive
Market Momentum
<0.01
Negative
54.81
Neutral
95.29
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBGX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.08, equal to the 50-day MA of 28.09, and equal to the 200-day MA of 25.68, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 54.81 is Neutral, neither overbought nor oversold. The STOCH value of 95.29 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NBGX.
NBGX Peer Comparison
Comparison Results
Performance Comparison
NBGX
Neuberger Berman Growth ETF
28.36
3.88
15.85%
RCGE
RockCreek Global Equality ETF
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BLCR
BlackRock Large Cap Core 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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