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NBJP - ETF AI Analysis
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Neuberger Berman Japan Equity ETF (NBJP)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Sony and Mitsubishi Heavy Industries, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Sector Diversification
The ETF spreads its investments across multiple sectors, including Industrials, Consumer Cyclical, and Technology, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date growth, indicating strong momentum in the Japanese equity market.
Negative Factors
High Geographic Concentration
With nearly all assets invested in Japan, the ETF is highly exposed to risks specific to the Japanese economy.
Moderate Expense Ratio
The fund’s expense ratio is higher than some low-cost ETFs, which could slightly reduce long-term returns for investors.
Underperforming Holding
Toyota Motor, one of the top holdings, has lagged in year-to-date performance, which may weigh on the fund’s overall results.
NBJP vs. SPDR S&P 500 ETF (SPY)
AUM53.60M
RegionAsia-Pacific
Expense Ratio0.50%
Beta0.76
IssuerNeuberger Berman
Inception DateSep 11, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume22,549
30 Day Avg. Volume9,847
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
34.75Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering59
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NBJP Summary
The Neuberger Berman Japan Equity ETF (NBJP) is an investment fund that focuses on Japanese companies of all sizes, from small startups to large, established businesses. It targets growth-oriented companies, aiming to benefit from Japan's advancements in technology, corporate governance, and shareholder returns. Some well-known companies in the fund include Toyota Motor and Sony. Investors might consider NBJP to diversify their portfolio and tap into Japan's evolving economy. However, since the ETF is heavily focused on Japan, its performance can be affected by economic or market changes specific to the country.
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
The Neuberger Berman Japan Equity ETF is leaning heavily on Japan’s industrial and consumer cyclical sectors, with standout performers like Sumitomo Electric Industries and Tokyu Fudosan Holdings driving momentum thanks to strong growth and bullish sentiment. Sony also adds steady strength with its solid revenue growth and stable positioning. However, the fund faces headwinds from lagging names like Tokio Marine Holdings, which is struggling with bearish momentum and revenue declines. With a clear focus on Japan’s growth-oriented companies, the ETF is riding the wave of innovation while navigating mixed results from financial and real estate stocks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| NGK SPARK PLUG CO | 3.43% | $1.85M | ¥1.34T | 39.01% | 74 Outperform | |
| Toyota Motor | 3.41% | $1.84M | ¥40.90T | 20.81% | 80 Outperform | |
| Sony | 3.30% | $1.78M | ¥28.00T | 39.80% | 73 Outperform | |
| Tokio Marine Holdings | 3.22% | $1.74M | ¥10.48T | -9.63% | 66 Neutral | |
| Sumitomo Realty & Development Co | 3.22% | $1.74M | ¥3.53T | 59.45% | 76 Outperform | |
| Tokyu Fudosan Holdings | 2.85% | $1.54M | ¥1.05T | 41.86% | 78 Outperform | |
| ― | 2.75% | $1.49M | ― | ― | ― | |
| East Japan Railway Company | 2.71% | $1.46M | ¥4.61T | 22.46% | 74 Outperform | |
| Daiei Kankyo Co., Ltd. | 2.66% | $1.44M | ¥370.10B | 25.08% | 73 Outperform | |
| Sumitomo Electric Industries | 2.65% | $1.43M | ¥4.75T | 105.20% | 73 Outperform |
NBJP Technical Analysis
Positive
―
Price Trends
30.15
Positive
29.60
Positive
27.81
Positive
Market Momentum
0.13
Positive
61.14
Neutral
73.57
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 30.67, equal to the 50-day MA of 30.15, and equal to the 200-day MA of 27.81, indicating a bullish trend. The MACD of 0.13 indicates Positive momentum. The RSI at 61.14 is Neutral, neither overbought nor oversold. The STOCH value of 73.57 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
31.18
5.98
23.73%
JPY
Lazard Japanese Equity ETF
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―
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JAPN
Horizon Kinetics Japan Owner Operator ETF
―
―
―
MJSC
MUFG Japan Small Cap Active ETF
―
―
―
RAYJ
Rayliant SMDAM Japan Equity ETF
―
―
―
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.
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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