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NBIE - ETF AI Analysis

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NBIE

Neuberger International Core Equity ETF (NBIE)

Rating:68Neutral
Price Target:
NBIE, the Neuberger International Core Equity ETF, has a solid overall rating that reflects a portfolio anchored by high-quality global companies like Novartis, which offers strong profitability, a stable balance sheet, and supportive growth drivers, and ABB, which combines strong financials with positive outlooks from recent strategic moves. The fund’s rating is held back somewhat by names like AD, where weaker technical trends limit its contribution, and by some holdings showing signs of potential overvaluation or short-term technical weakness, highlighting the risk that parts of the portfolio could face near-term price pressure even as the overall mix remains broadly resilient.
Positive Factors
Strong Year-To-Date Results
The fund has delivered positive performance so far this year, showing that its strategy has recently been working for investors.
Leading Holdings With Strong Momentum
Several of the largest positions, such as ASML, BHP, ABB, and Shell, have shown strong gains, helping drive the ETF’s overall returns.
Broad International Diversification
The ETF spreads its investments across many countries and sectors, which helps reduce the impact of problems in any single market or industry.
Negative Factors
Recent Short-Term Weakness
The fund’s performance over the past month has slipped slightly, which may signal some near-term volatility.
Mixed Results Among Top Holdings
Some key positions, such as Roche and NatWest, have shown weak performance, which can offset gains from stronger stocks.
Moderate Fee Level
While the expense ratio is not extremely high, it is not the lowest among ETFs, so fees will still modestly reduce investor returns over time.

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 countries outside the U.S., such as Japan, the UK, and Europe. It doesn’t track a single index, but instead follows a broad international stock market theme, holding well-known names like ASML and Novartis across many sectors, including financials, industrials, and healthcare. Someone might consider NBIE to diversify beyond U.S. stocks and seek long-term growth from global companies. A key risk is that international stocks and currencies can go up and down with global markets and 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’s story is driven by a handful of international heavyweights. ASML is the clear star, with its rising share price giving the fund a strong tech tailwind from Europe. Industrial name ABB and resource giant BHP are also climbing, adding steady support from cyclical sectors. On the flip side, big pharma like Novartis and GlaxoSmithKline have been lagging, and NatWest’s weakness is a mild drag from the financial side. Overall, the ETF leans toward developed markets in Europe, with no single sector or stock dominating the stage.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
ASML Holding NV3.14%$7.37M€499.10B95.02%
76
Outperform
Novartis AG2.10%$4.93MCHF213.01B28.02%
80
Outperform
BHP Group Ltd2.02%$4.73MAU$307.18B76.44%
68
Neutral
Roche Holding AG1.91%$4.47M$328.15B30.83%
73
Outperform
ABB Ltd1.78%$4.17MCHF147.70B72.46%
78
Outperform
Shell (UK)1.71%$4.02M£178.13B33.02%
73
Outperform
Enel S.p.A.1.44%$3.37M€96.33B19.99%
67
Neutral
NatWest Group1.22%$2.87M£44.70B11.07%
75
Outperform
Intesa Sanpaolo SpA1.21%$2.84M€100.10B15.04%
76
Outperform
Banco Bilbao Vizcaya Argentaria1.20%$2.81M€106.07B45.86%
76
Outperform

NBIE Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
0.19
Positive
RSI
51.97
Neutral
STOCH
50.49
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBIE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 25.51, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.19 indicates Positive momentum. The RSI at 51.97 is Neutral, neither overbought nor oversold. The STOCH value of 50.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NBIE.

NBIE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$232.21M0.29%
68
Neutral
$632.73M0.59%
60
Neutral
$460.08M0.65%
63
Neutral
$448.72M0.23%
65
Neutral
$152.69M0.83%
68
Neutral
$151.50M0.30%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NBIE
Neuberger International Core Equity ETF
25.65
0.65
2.60%
FYLD
Cambria Foreign Shareholder Yield ETF
TXUE
Thornburg International Equity ETF
AVSD
Avantis Responsible International Equity ETF
RFDI
First Trust Riverfront Dynamic Developed International ETF
DXIV
Dimensional International Vector Equity 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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