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NBSM - ETF AI Analysis
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Neuberger Berman Small-Mid Cap ETF (NBSM)
Rating:70Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Top Holdings
Several of the largest positions, such as Kirby, Littelfuse, and Community Bank System, have delivered strong year-to-date results that support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across many sectors, with meaningful exposure to industrials, technology, financials, health care, and consumer cyclical stocks, help reduce reliance on any single industry.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. economy.
Sector Tilt Toward Industrials
A large allocation to industrials means the fund could be more sensitive to slowdowns or setbacks in that sector.
NBSM Historical Chart
AUM209.92M
RegionNorth America
Expense Ratio0.65%
Beta0.88
IssuerNeuberger Berman
Inception DateMar 20, 2024
Dividend Yield0.38%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume26,427
30 Day Avg. Volume31,986
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
29.70Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering68
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NBSM Summary
The Neuberger Berman Small-Mid Cap ETF (NBSM) is an actively managed fund that focuses on smaller and mid-sized U.S. companies, rather than the big household-name giants. It does not track a set index, but instead picks stocks across many sectors like industrials, technology, and financials. Examples of companies it holds include Valmont and Jack Henry & Associates. Someone might invest in this ETF to seek long-term growth and diversify beyond large-cap stocks. A key risk is that smaller companies can be more volatile, so the share price can move up and down more than the overall market.
How much will it cost me?The Neuberger Berman Small-Mid Cap ETF (NBSM) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, requiring more research and oversight to select and monitor investments. Active management aims to outperform the market by carefully choosing stocks, which can justify the higher cost for some investors.
What would affect this ETF?The Neuberger Berman Small-Mid Cap ETF (NBSM) could benefit from economic growth in the U.S., especially if sectors like Industrials and Technology, which make up a significant portion of its holdings, experience innovation or increased demand. However, rising interest rates or economic slowdowns could negatively impact small and mid-sized companies, particularly in cyclical sectors like Consumer Cyclical and Financials. Regulatory changes or shifts in energy policies may also affect the ETF's exposure to Energy and Utilities sectors.
NBSM Top 10 Holdings
NBSM is leaning heavily into U.S. industrial and financial names, and that’s where most of the action is. Kirby and Arcosa have been the real engines lately, with rising share prices helping pull the fund higher alongside steady contributors like Valmont and Brady. Littelfuse is also adding some spark from the tech side. On the flip side, Ryan Specialty and Armstrong World have been lagging, acting more like a headwind than a help. Overall, this is a domestically focused, small‑mid cap story driven by cyclical, real‑economy businesses.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Valmont | 2.56% | $5.36M | $8.78B | 34.30% | 71 Outperform | |
| Littelfuse | 2.25% | $4.73M | $8.06B | 35.83% | 76 Outperform | |
| Arcosa | 2.23% | $4.68M | $5.61B | 13.00% | 71 Outperform | |
| Brady | 2.20% | $4.62M | $4.08B | 16.08% | 75 Outperform | |
| Kirby | 2.17% | $4.55M | $6.38B | 7.80% | 77 Outperform | |
| White Mountains Insurance Group | 2.08% | $4.38M | $5.07B | 5.82% | 73 Outperform | |
| Tidewater | 2.08% | $4.37M | $3.10B | 13.39% | 78 Outperform | |
| MKS | 2.06% | $4.33M | $15.81B | 107.81% | 75 Outperform | |
| Community Bank System | 2.06% | $4.33M | $3.29B | -4.62% | 78 Outperform | |
| RBC Bearings | 1.99% | $4.18M | $15.80B | 43.27% | 77 Outperform |
NBSM Technical Analysis
Neutral
―
Price Trends
25.83
Positive
25.53
Positive
25.16
Positive
Market Momentum
0.21
Positive
51.52
Neutral
17.44
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBSM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.43, equal to the 50-day MA of 25.83, and equal to the 200-day MA of 25.16, indicating a neutral trend. The MACD of 0.21 indicates Positive momentum. The RSI at 51.52 is Neutral, neither overbought nor oversold. The STOCH value of 17.44 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NBSM.
NBSM Peer Comparison
Comparison Results
Performance Comparison
NBSM
Neuberger Berman Small-Mid Cap ETF
26.34
0.97
3.82%
TSME
Thrivent Small-Mid Cap ESG ETF
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―
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MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
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―
―
RSMC
Rockefeller U.S. Small-Mid Cap ETF
―
―
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GRNJ
Fundstrat Granny Shots US Small- & Mid-Cap ETF
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SMIZ
Zacks Small/Mid Cap 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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