NBCR - ETF AI Analysis
Top Page
Neuberger Berman Core Equity ETF (NBCR)
NBCR, the Neuberger Berman Core Equity ETF, has a solid overall rating driven mainly by large positions in high-quality tech leaders like Microsoft, Apple, and Alphabet, which benefit from strong financial performance, growth in cloud and AI, and generally positive market sentiment. These strengths are partly offset by holdings such as Tesla and Eli Lilly, where valuation and balance sheet concerns introduce more risk. The fund is also heavily tilted toward major technology and AI-focused companies, so investors should be aware of the added risk from sector concentration and premium valuations.
NBCR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 834.79M
- Region
- North America
- Expense Ratio
- 0.29%
- Beta
- 0.98
- Issuer
- Neuberger Berman
- Inception Date
- Aug 01, 2024
- Dividend Yield
- 0.42%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
NBCR Summary
The Neuberger Berman Core Equity ETF (NBCR) is a U.S. stock fund that focuses on large, well-established companies across many sectors, rather than tracking a specific index. It is heavily invested in big names like Apple and Microsoft, along with other major technology, financial, and healthcare firms. Someone might consider NBCR if they want a simple, one-stop way to own a broad mix of large American companies for long-term growth and diversification. A key risk is that it is strongly tilted toward tech stocks, so its value can rise and fall sharply with the overall stock market and technology sector.
How much will it cost me?
This ETF has an expense ratio of 0.29%, which means you’ll pay about $2.90 per year for every $1,000 you invest. That’s a bit higher than the average low-cost index ETF because NBCR is actively managed, with professionals selecting and adjusting the portfolio rather than simply tracking a market index.
What would affect this ETF?
Future performance of NBCR will be helped if the U.S. economy stays healthy and large technology and communication companies like Nvidia, Apple, Microsoft, and Alphabet continue to grow, as they make up a big part of the fund. On the downside, higher interest rates, tighter regulations on big tech firms, or a slowdown in U.S. consumer spending and financials could hurt these major holdings and weigh on the ETF’s returns.
NBCR Top 10 Holdings
NBCR is leaning heavily on Big Tech, with Nvidia, Apple, and Microsoft acting as the main engines of performance. Apple and Microsoft have been steadily rising, while Nvidia’s recent wobble suggests some air pockets in the semiconductor story. Amazon is quietly adding support, but Alphabet’s twin share classes have been lagging, weighing on the fund’s tech-heavy tilt. Tesla’s rebound helps offset earlier weakness, and Eli Lilly’s strong run brings a dose of health care balance. Overall, this is a U.S.-centric, large-cap fund with a clear growth-and-tech flavor.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 6.97% | $58.14M | $4.93T | -0.21% | 76Outperform |
 AAPL | Apple | 7.24% | $60.46M | $5.03T | 25.13% | 79Outperform |
 MSFT | Microsoft | 6.18% | $51.58M | $3.88T | -2.06% | 79Outperform |
 AMZN | Amazon | 3.42% | $28.51M | $2.59T | 0.58% | 71Outperform |
 GOOGL | Alphabet Class A | 2.54% | $21.23M | $3.41T | -0.78% | 85Outperform |
 GOOG | Alphabet Class C | 1.90% | $15.86M | $3.41T | -1.34% | 82Outperform |
 META | Meta Platforms | 1.93% | $16.12M | $1.57T | -6.42% | 76Outperform |
 AVGO | Broadcom | 1.71% | $14.30M | $1.56T | -12.82% | 76Outperform |
 TSLA | Tesla | 1.76% | $14.68M | $1.58T | -11.55% | 73Outperform |
 LLY | Eli Lilly & Co | 1.78% | $14.82M | $1.33T | 63.52% | 72Outperform |
NBCR Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBCR, the sentiment is Negative. The current price of 33.67 is below the 20-day moving average (MA) of 34.37, below the 50-day MA of 34.33, and above the 200-day MA of 32.94, indicating a neutral trend. The MACD of -0.09 indicates Positive momentum. The RSI at 38.92 is Neutral, neither overbought nor oversold. The STOCH value of 30.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NBCR.
NBCR Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| NBCR | $33.67 | $38.00(12.86% Upside) | $834.79M | 0.29% | 73Outperform |
 INFO | $27.60 | $34.48(24.92% Upside) | $943.87M | 0.35% | 74Outperform |
 AFLG | $44.08 | $53.12(20.50% Upside) | $920.40M | 0.55% | 74Outperform |
 ROCY | $54.09 | $66.75(23.41% Upside) | $883.64M | 0.35% | 73Outperform |
 ROCQ | $51.36 | $68.94(34.23% Upside) | $783.26M | 0.35% | 73Outperform |
 SEIQ | $42.74 | $50.13(17.31% Upside) | $773.55M | 0.15% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| NBCR | Neuberger Berman Core Equity ETF | 33.67 | 2.50 | 8.04% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.60 | 3.44 | 14.23% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.08 | 5.64 | 14.67% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.09 | 6.31 | 13.21% | |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | 51.36 | 4.79 | 10.29% | |
| SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF | 42.73 | 5.22 | 13.91% |
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.