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NBIE - ETF AI Analysis

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NBIE

Neuberger International Core Equity ETF (NBIE)

Rating:69Neutral
Price Target:
NBIE, the Neuberger International Core Equity ETF, has a solid overall rating driven mainly by strong, diversified holdings like Novartis, ASML, ABB, and several European banks that combine healthy financial performance, reasonable valuations, and generally positive market momentum. The fund’s rating is held back somewhat by risks such as overvaluation or overbought signals in some stocks, short-term technical weakness in names like BHP and Shell, and leverage-related concerns in financial holdings like UBS and BBVA, which together highlight that sector and stock-specific risks remain important to watch.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, indicating positive momentum.
Leading Top Holdings
Several of the largest positions, including ASML and BHP, have shown strong performance, helping support the fund’s returns.
Broad International Diversification
The fund spreads its investments across many countries such as Japan, the U.S., the UK, and several European and Asia-Pacific markets, reducing reliance on any single economy.
Negative Factors
Moderate Expense Ratio
The fund’s fee is not especially high but is also not among the very cheapest ETFs, slightly reducing net returns over time.
Heavy Exposure to a Few Countries
A significant portion of assets is concentrated in markets like Japan, the U.S., and the UK, which can increase sensitivity to economic or political issues in those regions.
Sector Tilt Toward Financials
With a sizable allocation to financial companies, the ETF may be more affected by changes in interest rates and banking sector conditions.

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

NBIE Summary

NBIE, the Neuberger International Core Equity ETF, is an actively managed fund that invests in a wide mix of companies from developed markets outside the U.S., with some U.S. exposure as well. It doesn’t track a single index, but instead follows a broad international stock market theme, focusing mainly on large and mid-sized companies across many sectors. Well-known holdings include ASML Holding and Novartis. Investors might consider NBIE for global diversification and long-term growth potential. However, its value can go up and down with global stock markets and is affected by currency swings and international political events.
How much will it cost me?This ETF has an expense ratio of 0.29%, which means you’ll pay about $2.90 per year for every $1,000 you invest. That’s a bit higher than the average index ETF because this fund is actively managed, with a research team selecting international stocks rather than just tracking a simple market index.
What would affect this ETF?This ETF could benefit if developed markets outside the U.S. experience steady economic growth, which would support its broad mix of financial, industrial, health care, and technology companies, and if global demand for areas like semiconductors, energy, and materials remains strong for holdings such as ASML, Shell, and BHP. On the other hand, slower growth or recessions in Europe and other developed regions, currency swings versus the U.S. dollar, tighter regulations on banks, energy, or health care, or geopolitical tensions affecting international trade could weigh on the fund’s performance.

NBIE Top 10 Holdings

NBIE leans heavily on a handful of international heavyweights, with ASML acting as the main engine of growth thanks to its strong, steadily rising performance in the semiconductor space. Industrial names like ABB and resource giant BHP have also been climbing, giving the fund a lift from Europe and Australia. On the flip side, Novartis has been more mixed lately, occasionally losing steam and softening the health care contribution. A cluster of European banks such as UBS and BBVA adds financial punch, making this a broadly diversified, developed-markets ex‑U.S. play with a clear tilt toward Europe.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
ASML Holding NV3.95%$9.98M€603.38B148.53%
76
Outperform
Novartis AG2.09%$5.29MCHF224.13B23.07%
80
Outperform
Roche Holding AG1.98%$5.01M$348.88B35.49%
73
Outperform
BHP Group Ltd1.95%$4.93MAU$311.70B69.89%
68
Neutral
Shell (UK)1.67%$4.22M£183.59B25.80%
73
Outperform
ABB Ltd1.63%$4.12Mkr1.74T53.32%
78
Outperform
UBS Group AG1.58%$4.00M$162.43B34.34%
73
Outperform
Intesa Sanpaolo SpA1.46%$3.69M€122.13B23.21%
76
Outperform
NatWest Group1.33%$3.35M£56.27B30.11%
75
Outperform
Banco Bilbao Vizcaya Argentaria1.30%$3.29M€138.89B47.79%
76
Outperform

NBIE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.59
Positive
100DMA
26.02
Positive
200DMA
Market Momentum
MACD
0.35
Negative
RSI
66.73
Neutral
STOCH
84.86
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBIE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.08, equal to the 50-day MA of 26.59, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.35 indicates Negative momentum. The RSI at 66.73 is Neutral, neither overbought nor oversold. The STOCH value of 84.86 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NBIE.

NBIE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$252.72M0.29%
69
Neutral
$702.30M0.59%
63
Neutral
$550.68M0.65%
63
Neutral
$338.44M0.23%
65
Neutral
$217.09M0.30%
62
Neutral
$168.19M0.83%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NBIE
Neuberger International Core Equity ETF
27.66
2.66
10.64%
FYLD
Cambria Foreign Shareholder Yield ETF
TXUE
Thornburg International Equity ETF
AVSD
Avantis Responsible International Equity ETF
DXIV
Dimensional International Vector Equity ETF
RFDI
First Trust Riverfront Dynamic Developed International 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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