NBJP - ETF AI Analysis

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Neuberger Berman Japan Equity ETF (NBJP)

Rating:69Neutral

Price Target:―

NBJP, the Neuberger Berman Japan Equity ETF, has an overall rating that reflects generally solid quality supported by strong Japanese blue-chip holdings. Leaders like Toyota, Mizuho Financial Group, and NGK Spark Plug contribute positively through robust financial performance, healthy momentum, and reasonable valuations. However, weaker technical trends and cash flow or valuation concerns in names like Tokio Marine and Ebara, along with some overbought signals in other holdings, introduce risk, and the fund’s focus on Japanese equities means investors are also exposed to concentration in a single country.

Positive Factors

Strong Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Solid Top Holdings

Several of the largest positions, including major financial and technology names, have delivered strong year-to-date performance that supports the fund’s returns.

Sector Diversification Within Japan

Holdings spread across industrials, financials, consumer sectors, technology, real estate, and other industries help reduce the impact of weakness in any single sector.

Negative Factors

High Japan Concentration

With nearly all assets invested in Japan, the fund is heavily exposed to the fortunes of a single country’s economy and currency.

Industrial Sector Tilt

A large allocation to industrial companies means the ETF may be more sensitive to economic slowdowns or downturns in that sector.

Moderate Expense Ratio

The fund’s fee level is not especially low, which can slightly reduce net returns over time compared with cheaper ETFs.

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

AUM121.38M

RegionAsia-Pacific

Expense Ratio0.50%

Beta0.77

IssuerNeuberger Berman

Inception DateSep 11, 2024

Dividend Yield2.16%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume16,423

30 Day Avg. Volume31,346

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

36.30

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering62

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

NBJP Summary

The Neuberger Berman Japan Equity ETF (NBJP) is a fund that invests in a wide range of Japanese companies, from smaller up-and-coming businesses to large, established firms. It focuses on growth companies across many sectors, including industrials, finance, technology, and real estate. Well-known holdings include Toyota Motor and Tokyo Electron. Someone might consider this ETF to gain diversified exposure to Japan’s economy and its potential for long-term growth in one simple investment. A key risk is that it is heavily tied to the Japanese stock market, so its value can rise or fall with that market.

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 is leaning hard into Japan’s industrial and financial engines, with names like Mizuho Financial Group and Sumitomo Realty steadily pulling the fund forward as Japan’s corporate reforms and rate backdrop stay supportive. Sumitomo Electric and construction player Taisei are rising standouts, giving the portfolio a clear tilt toward cyclical growth tied to domestic activity. Tokyo Electron adds a tech spark with more mixed, but still constructive, momentum, while Ebara’s recent wobble keeps it from fully joining the rally. With all holdings in Japan, this is a focused bet on the country’s evolving growth story.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
5802	Sumitomo Electric Industries	4.14%	$5.02M	¥8.08T	266.29%	74 Outperform
8830	Sumitomo Realty & Development Co	3.80%	$4.62M	¥4.48T	62.53%	76 Outperform
8411	Mizuho Financial Group	3.80%	$4.61M	¥15.38T	41.67%	77 Outperform
8766	Tokio Marine Holdings	3.16%	$3.84M	¥11.19T	0.39%	66 Neutral
5334	NGK SPARK PLUG CO	3.04%	$3.70M	¥1.53T	57.63%	79 Outperform
	―	2.95%	$3.58M	―	―	―
1801	TAISEI	2.92%	$3.54M	¥2.84T	147.87%	74 Outperform
7203	Toyota Motor	2.87%	$3.48M	¥45.19T	26.07%	80 Outperform
8035	Tokyo Electron	2.86%	$3.47M	¥18.21T	71.31%	73 Outperform
6361	Ebara	2.77%	$3.37M	¥2.33T	163.92%	60 Neutral

NBJP Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

33.63

Negative

100DMA

31.89

Positive

200DMA

30.02

Positive

Market Momentum

MACD

-0.21

Positive

RSI

36.84

Neutral

STOCH

21.27

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBJP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 34.90, equal to the 50-day MA of 33.63, and equal to the 200-day MA of 30.02, indicating a neutral trend. The MACD of -0.21 indicates Positive momentum. The RSI at 36.84 is Neutral, neither overbought nor oversold. The STOCH value of 21.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NBJP.

NBJP Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
NBJP	―	―	$121.38M	0.50%	69 Neutral
JPY	―	―	$71.83M	0.60%	70 Outperform
JAPN	―	―	$24.03M	0.85%	62 Neutral
RAYJ	―	―	$23.40M	0.72%	68 Neutral
MJSC	―	―	$20.59M	0.85%	68 Neutral
JPAN	―	―	$7.51M	0.79%	69 Neutral

Performance Comparison

NBJP

Neuberger Berman Japan Equity ETF

32.62

8.39

34.63%

JPY

Lazard Japanese Equity ETF

―

JAPN

Horizon Kinetics Japan Owner Operator ETF

―

RAYJ

Rayliant SMDAM Japan Equity 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.

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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