NBJP - ETF AI Analysis

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Neuberger Berman Japan Equity ETF (NBJP)

Rating:68Neutral

Price Target:―

The Neuberger Berman Japan Equity ETF (NBJP) has a solid overall rating, reflecting its strong holdings in companies like Toyota and Sumitomo Realty & Development. Toyota stands out due to its robust financial performance, strategic focus on electrification, and positive technical indicators, while Sumitomo Realty benefits from consistent growth and effective cash flow management. However, weaker performance from Tokio Marine Holdings, which faces bearish momentum and revenue declines, slightly tempers the fund's overall rating. A key risk to consider is the ETF's exposure to specific sectors, which may increase vulnerability to market fluctuations.

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)

AUM54.61M

RegionAsia-Pacific

Expense Ratio0.50%

Beta0.76

IssuerNeuberger Berman

Inception DateSep 11, 2024

Dividend Yield2.26%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume967

30 Day Avg. Volume10,327

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 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
7203	Toyota Motor	3.63%	$1.98M	¥44.63T	23.54%	80 Outperform
5334	NGK SPARK PLUG CO	3.42%	$1.87M	¥1.36T	35.77%	79 Outperform
8766	Tokio Marine Holdings	3.40%	$1.86M	¥11.33T	6.03%	66 Neutral
8830	Sumitomo Realty & Development Co	3.33%	$1.82M	¥3.74T	67.22%	76 Outperform
5741	UACJ	2.94%	$1.61M	¥369.12B	37.18%	71 Outperform
6758	Sony	2.92%	$1.60M	¥24.40T	26.18%	73 Outperform
	―	2.84%	$1.55M	―	―	―
3289	Tokyu Fudosan Holdings	2.80%	$1.53M	¥1.03T	52.40%	78 Outperform
9336	Daiei Kankyo Co., Ltd.	2.79%	$1.52M	¥389.08B	37.61%	73 Outperform
9020	East Japan Railway Company	2.72%	$1.49M	¥4.66T	49.36%	74 Outperform

NBJP Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

30.58

Positive

100DMA

30.11

Positive

200DMA

28.31

Positive

Market Momentum

MACD

0.25

Negative

RSI

54.47

Neutral

STOCH

33.86

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 31.05, equal to the 50-day MA of 30.58, and equal to the 200-day MA of 28.31, indicating a bullish trend. The MACD of 0.25 indicates Negative momentum. The RSI at 54.47 is Neutral, neither overbought nor oversold. The STOCH value of 33.86 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
NBJP	―	―	$54.61M	0.50%	―
JPY	―	―	$65.35M	0.60%	―
JAPN	―	―	$25.57M	0.85%	―
MJSC	―	―	$20.03M	0.85%	―
RAYJ	―	―	$15.90M	0.72%	―
JPAN	―	―	$5.72M	0.79%	―

Performance Comparison

NBJP

Neuberger Berman Japan Equity ETF

31.24

7.11

29.47%

JPY

Lazard Japanese Equity ETF

―

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

―

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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