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NBJP - ETF AI Analysis

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NBJP

Neuberger Berman Japan Equity ETF (NBJP)

Rating:69Neutral
Price Target:
NBJP, the Neuberger Berman Japan Equity ETF, has an overall rating that suggests it is a generally solid but not risk‑free way to invest in Japanese stocks. Strong holdings like Toyota and NGK Spark Plug support the fund’s quality through robust financial health, positive momentum, and reasonable valuations, while financial groups and real estate names such as Mizuho Financial Group and Tokyu Fudosan add further strength but come with liquidity, leverage, and cash flow risks. The main risk factor is the fund’s concentration in Japanese companies, some of which show bearish or overbought technical signals and cash flow challenges that could increase volatility.
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)

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 and financial engines, with names like Sumitomo Electric and Tokyo Electron doing much of the heavy lifting as their shares keep rising on strong growth momentum. Sumitomo Realty is also pulling its weight, helped by a firm real estate backdrop. On the flip side, Toyota is losing steam, acting as a mild drag, while Resona and Mizuho show more mixed but generally steady progress. Overall, this is a Japan-only play, tilted toward growth-focused industrials and financials rather than a tech-only story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Tokio Marine Holdings4.51%$5.65M¥13.66T20.16%
66
Neutral
Mizuho Financial Group3.98%$4.99M¥15.67T63.81%
77
Outperform
Sumitomo Electric Industries3.79%$4.74M¥7.81T313.52%
74
Outperform
Sumitomo Realty & Development Co3.51%$4.40M¥4.37T57.59%
76
Outperform
NGK SPARK PLUG CO3.19%$4.00M¥1.66T48.75%
79
Outperform
Tokyo Electron3.07%$3.84M¥21.01T103.22%
73
Outperform
Toyota Motor2.72%$3.41M¥39.97T10.07%
80
Outperform
Ebara2.69%$3.36M¥2.43T140.08%
60
Neutral
2.68%$3.35M
Resona Holdings2.62%$3.28M¥4.19T50.70%
72
Outperform

NBJP Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
33.69
Positive
100DMA
32.93
Positive
200DMA
30.98
Positive
Market Momentum
MACD
0.22
Negative
RSI
55.06
Neutral
STOCH
50.16
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 33.71, equal to the 50-day MA of 33.69, and equal to the 200-day MA of 30.98, indicating a bullish trend. The MACD of 0.22 indicates Negative momentum. The RSI at 55.06 is Neutral, neither overbought nor oversold. The STOCH value of 50.16 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
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$127.50M0.50%
69
Neutral
$73.21M0.60%
70
Outperform
$24.52M0.72%
67
Neutral
$23.86M0.85%
61
Neutral
$21.46M0.85%
67
Neutral
$7.69M0.79%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NBJP
Neuberger Berman Japan Equity ETF
34.15
8.30
32.11%
JPY
Lazard Japanese Equity ETF
RAYJ
Rayliant SMDAM Japan Equity ETF
JAPN
Horizon Kinetics Japan Owner Operator ETF
MJSC
MUFG Japan Small Cap Active ETF
JPAN
Matthews Japan Active 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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