NBGX - ETF AI Analysis
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Neuberger Berman Growth ETF (NBGX)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Overall Year-To-Date Performance
The ETF has delivered solid gains so far this year, showing that its growth-focused strategy has been working recently.
Leading Growth Companies in Top Holdings
Many of the largest positions, including major technology and semiconductor names, have shown strong performance and are helping drive the fund’s returns.
Broad Sector Diversification Within Growth Areas
The fund spreads its investments across several sectors such as technology, communication services, consumer cyclical, and health care, which helps reduce reliance on any single industry.
Negative Factors
Heavy Concentration in a Few Mega-Cap Stocks
A small group of large technology and communication services companies makes up a big portion of the portfolio, increasing the impact if any of these stocks stumble.
Mixed Performance Among Top Holdings
Some major positions, including a large software company and a social media platform, have shown weaker or negative performance this year, which can drag on overall returns.
Very High U.S. Market Exposure
The ETF is invested almost entirely in U.S. companies, offering little geographic diversification and making it more sensitive to downturns in the U.S. market.
NBGX vs. SPDR S&P 500 ETF (SPY)
AUM15.37M
RegionGlobal
Expense Ratio0.44%
Beta1.16
IssuerNeuberger Berman
Inception DateDec 18, 2024
Dividend Yield0.37%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume263
30 Day Avg. Volume348
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
38.41Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering58
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NBGX Summary
The Neuberger Berman Growth ETF (NBGX) is an actively managed fund that focuses on large U.S. companies with strong growth potential rather than tracking a specific index. It mainly invests in technology and communication services, holding well-known names like Nvidia, Alphabet (Google), Microsoft, and Apple. Someone might invest in NBGX to seek long-term growth and to get diversified exposure to leading innovative companies in one single investment. A key risk is that it is heavily tilted toward tech and other growth stocks, so its price can rise and fall sharply with changes in the stock market and investor sentiment toward growth companies.
How much will it cost me?The Neuberger Berman Growth ETF (NBGX) has an expense ratio of 0.44%, which means you’ll pay $4.40 per year for every $1,000 invested. This is higher than average because it is actively managed, meaning professional investors select stocks rather than following a preset index.
What would affect this ETF?The Neuberger Berman Growth ETF (NBGX), with its focus on large-cap growth stocks and heavy exposure to technology and communication services, could benefit from continued innovation and strong earnings growth in these sectors, especially if global economic conditions remain favorable for tech adoption. However, rising interest rates or regulatory scrutiny on major tech companies like Microsoft, Nvidia, and Alphabet could negatively impact growth prospects and valuations. Additionally, broader economic slowdowns or shifts in consumer spending could pose risks to its consumer cyclical holdings.
NBGX Top 10 Holdings
NBGX is leaning hard into Big Tech and semiconductors, with Nvidia, Meta, Microsoft, and Apple doing most of the heavy lifting. Nvidia and Meta have been rising, powered by the AI boom, while Apple looks steady and still has some wind at its back. Microsoft’s longer-term trend is strong, even if recent moves are more mixed. On the flip side, Broadcom and Amazon have been lagging a bit, occasionally tugging on performance. With a global but tech-heavy tilt, this ETF’s story is all about growth driven by digital and AI leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.87% | $1.68M | $5.53T | 25.18% | 76 Outperform | |
| Alphabet Class A | 8.84% | $1.37M | $4.28T | 48.65% | 85 Outperform | |
| Meta Platforms | 5.92% | $913.90K | $1.83T | 1.90% | 76 Outperform | |
| Microsoft | 5.42% | $838.08K | $3.97T | 4.72% | 79 Outperform | |
| Broadcom | 5.06% | $782.01K | $1.73T | 11.37% | 76 Outperform | |
| Apple | 4.39% | $678.39K | $4.91T | 37.25% | 79 Outperform | |
| Amazon | 4.00% | $618.35K | $2.83T | 21.29% | 71 Outperform | |
| ASML Holding | 3.22% | $498.17K | $685.99B | 90.17% | 81 Outperform | |
| TSMC | 2.95% | $455.20K | $2.07T | 61.52% | 81 Outperform | |
| Eli Lilly & Co | 2.94% | $454.09K | $1.11T | 41.48% | 72 Outperform |
NBGX Technical Analysis
Positive
―
Price Trends
30.03
Positive
29.60
Positive
28.51
Positive
Market Momentum
0.27
Negative
59.45
Neutral
68.33
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBGX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.37, equal to the 50-day MA of 30.03, and equal to the 200-day MA of 28.51, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 59.45 is Neutral, neither overbought nor oversold. The STOCH value of 68.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NBGX.
NBGX Peer Comparison
Comparison Results
Performance Comparison
NBGX
Neuberger Berman Growth ETF
30.72
3.08
11.14%
RCGE
RockCreek Global Equality ETF
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PCLG
Polen Focus Growth ETF
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NTSD
WisdomTree Efficient U.S. Plus International Equity Fund
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BCGS
Bancreek Global Select ETF
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OAKG
Oakmark Global Large 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.
DisclaimerThis 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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