NBJP - ETF AI Analysis
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Neuberger Berman Japan Equity ETF (NBJP)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its Japanese stock holdings.
Leading Holdings Performing Well
Most of the top positions, including major financial, industrial, and technology companies, have delivered strong year-to-date results that support the fund’s overall performance.
Focused Exposure to Japan
With the vast majority of assets invested in Japanese companies, the ETF offers targeted access to Japan’s equity market for investors seeking country-specific exposure.
Negative Factors
High Country Concentration
Because the fund is overwhelmingly invested in Japan, investors face higher risk if the Japanese market experiences a downturn.
Sector Concentration in Industrials
A large portion of the portfolio is in industrial companies, which can increase vulnerability if that sector weakens.
Moderate Expense Ratio
The fund’s management fee is not especially low, which can slightly reduce net returns compared with cheaper index-based alternatives.
NBJP vs. SPDR S&P 500 ETF (SPY)
AUM135.91M
RegionAsia-Pacific
Expense Ratio0.50%
Beta0.81
IssuerNeuberger Berman
Inception DateSep 11, 2024
Dividend Yield1.95%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume33,826
30 Day Avg. Volume17,360
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NBJP Summary
The Neuberger Berman Japan Equity ETF (NBJP) is an actively managed fund that invests in a wide range of Japanese companies, from smaller up‑and‑coming businesses to large, well-known names. It focuses on growth, aiming to find companies with strong potential as Japan’s economy modernizes and becomes more shareholder-friendly. Major holdings include familiar firms like Toyota Motor and financial groups such as Mizuho Financial Group. Investors might consider NBJP to add international diversification and tap into Japan’s growth story. However, it is heavily concentrated in Japan, so its value can rise or fall with the Japanese stock market and economy.
How much will it cost me?The Neuberger Berman Japan Equity ETF (NBJP) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, with experts selecting stocks to target growth opportunities in Japan. Active management typically involves higher costs compared to passively managed funds that track an index.
What would affect this ETF?The Neuberger Berman Japan Equity ETF could benefit from Japan's focus on technological innovation, improved corporate governance, and policies encouraging shareholder returns, which align with its growth-oriented strategy. However, challenges such as global economic uncertainty, potential interest rate hikes, or disruptions in key sectors like Industrials and Technology could negatively impact its performance. The ETF's heavy exposure to Japan-specific factors also makes it sensitive to domestic economic conditions and regulatory changes.
NBJP Top 10 Holdings
NBJP leans heavily into Japan’s industrial backbone, with names like Sumitomo Electric and AMADA powering ahead and giving the fund a solid tailwind. Financials such as Mizuho and Tokio Marine are also rising, adding steady support from Japan’s banking and insurance hubs. On the flip side, Sumitomo Realty has been lagging, and Ebara’s recent softness has taken a bit of shine off the industrial story. Overall, this is a Japan-only play, tilted toward growth-oriented industrial and tech champions rather than a broad global mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tokio Marine Holdings | 4.45% | $5.94M | ¥14.10T | 17.07% | 66 Neutral | |
| Mizuho Financial Group | 4.30% | $5.74M | ¥18.57T | 69.51% | 77 Outperform | |
| Sumitomo Electric Industries | 4.04% | $5.39M | ¥8.29T | 263.04% | 74 Outperform | |
| Tokyo Electron | 3.98% | $5.32M | ¥28.11T | 127.71% | 73 Outperform | |
| NGK SPARK PLUG CO | 3.66% | $4.89M | ¥1.97T | 48.64% | 79 Outperform | |
| IBIDEN CO | 3.08% | $4.11M | ¥4.88T | 404.61% | 63 Neutral | |
| AMADA HOLDINGS CO | 2.91% | $3.88M | ¥864.14B | 69.96% | 76 Outperform | |
| Kioxia Holdings Corporation | 2.77% | $3.71M | ¥38.52T | 3513.03% | 63 Neutral | |
| Resona Holdings | 2.73% | $3.64M | ¥4.92T | 52.74% | 72 Outperform | |
| Ebara | 2.69% | $3.59M | ¥2.41T | 140.08% | 60 Neutral |
NBJP Technical Analysis
Positive
―
Price Trends
35.06
Positive
34.36
Positive
32.20
Positive
Market Momentum
0.17
Positive
54.20
Neutral
43.16
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBJP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 35.93, equal to the 50-day MA of 35.06, and equal to the 200-day MA of 32.20, indicating a bullish trend. The MACD of 0.17 indicates Positive momentum. The RSI at 54.20 is Neutral, neither overbought nor oversold. The STOCH value of 43.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NBJP.
NBJP Peer Comparison
Comparison Results
Performance Comparison
NBJP
Neuberger Berman Japan Equity ETF
36.16
9.15
33.88%
JPY
Lazard Japanese Equity ETF
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―
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RAYJ
Rayliant SMDAM Japan Equity ETF
―
―
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JAPN
Horizon Kinetics Japan Owner Operator ETF
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―
―
MJSC
MUFG Japan Small Cap Active ETF
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―
―
JPAN
Matthews Japan Active 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.
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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