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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
Strong Sector Diversification
The ETF is spread across multiple sectors, with significant exposure to Industrials, Technology, and Financials, reducing reliance on any single industry.
Healthy Top Holdings Performance
Several top holdings, such as Valmont and Armstrong World, have shown strong year-to-date performance, contributing positively to the fund.
Reasonable Expense Ratio
The ETF’s expense ratio is competitive for actively managed funds, helping investors retain more of their returns.
Negative Factors
Over-Concentration in U.S. Market
With over 97% of its assets in U.S. companies, the ETF lacks geographic diversification and is highly exposed to domestic market risks.
Mixed Performance Among Top Holdings
Some key holdings, such as CNX Resources and AptarGroup, have underperformed year-to-date, potentially dragging down overall returns.
High Exposure to Industrials
The ETF has a heavy allocation to Industrials, which could make it vulnerable to sector-specific downturns.
NBSM vs. SPDR S&P 500 ETF (SPY)
AUM209.22M
RegionNorth America
Expense Ratio0.65%
Beta0.89
IssuerNeuberger Berman
Inception DateMar 20, 2024
Dividend Yield0.39%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume23,623
30 Day Avg. Volume28,756
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
29.17Price 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 investment fund that focuses on small and mid-sized companies in the U.S., offering a chance to diversify beyond large-cap stocks. It includes businesses from various sectors like industrials, technology, and financials, with top holdings such as White Mountains Insurance Group and Valmont Industries. This ETF is ideal for investors looking for growth opportunities in smaller companies that may not be as widely recognized. However, new investors should note that small and mid-sized companies can be more volatile, meaning their stock prices may rise and fall more dramatically than larger, established companies.
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
The Neuberger Berman Small-Mid Cap ETF leans heavily into industrials, with names like Valmont and Arcosa driving performance thanks to strong earnings and strategic growth. RBC Bearings also shines, benefiting from bullish momentum and robust financials. However, the fund faces headwinds from Community Bank System, which is lagging due to recent mixed performance, and Armstrong World, which struggles with bearish momentum. With a clear U.S. focus and a tilt toward industrial and financial sectors, the fund captures the dynamism of smaller companies while grappling with some uneven results.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Kirby | 2.53% | $5.29M | $6.83B | 21.26% | 77 Outperform | |
| Valmont | 2.41% | $5.05M | $8.28B | 39.04% | 71 Outperform | |
| Arcosa | 2.27% | $4.74M | $5.32B | 17.46% | 71 Outperform | |
| RBC Bearings | 2.25% | $4.70M | $15.33B | 64.76% | 77 Outperform | |
| Brady | 2.13% | $4.45M | $3.88B | 16.22% | 75 Outperform | |
| White Mountains Insurance Group | 2.12% | $4.44M | $5.14B | 13.49% | 73 Outperform | |
| Community Bank System | 2.05% | $4.28M | $3.24B | 4.87% | 78 Outperform | |
| Armstrong World | 2.03% | $4.24M | $8.44B | 38.79% | 77 Outperform | |
| Jack Henry & Associates | 2.01% | $4.20M | $13.59B | 9.16% | 77 Outperform | |
| Ryan Specialty Group | 1.92% | $4.02M | $13.27B | -19.54% | 60 Neutral |
NBSM Technical Analysis
Positive
―
Price Trends
25.33
Positive
25.41
Positive
24.90
Positive
Market Momentum
0.15
Negative
63.12
Neutral
87.86
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBSM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.69, equal to the 50-day MA of 25.33, and equal to the 200-day MA of 24.90, indicating a bullish trend. The MACD of 0.15 indicates Negative momentum. The RSI at 63.12 is Neutral, neither overbought nor oversold. The STOCH value of 87.86 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NBSM.
NBSM Peer Comparison
Comparison Results
Performance Comparison
NBSM
Neuberger Berman Small-Mid Cap ETF
26.19
1.29
5.18%
RSMC
Rockefeller U.S. Small-Mid Cap ETF
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―
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MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
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―
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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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MGMT
Ballast 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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