NBJP - ETF AI Analysis
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Neuberger Berman Japan Equity ETF (NBJP)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has recently worked well for investors.
Solid Top Holdings Momentum
Many of the largest positions, especially in financials and industrials, have shown strong performance, helping drive the fund’s returns.
Broad Sector Diversification Within Japan
Holdings spread across industries like industrials, technology, financials, and consumer sectors help reduce the impact of weakness in any single area of the Japanese market.
Negative Factors
Recent Short-Term Pullback
The ETF has experienced a weak recent month, which may signal near-term volatility or a pause in its earlier gains.
High Concentration in Japan
With the vast majority of assets invested in Japanese companies, the fund is heavily exposed to the economic and market risks specific to Japan.
Moderate Expense Ratio
The fund’s fees are not especially low, which means a noticeable portion of returns is used to cover ongoing costs compared with some cheaper ETFs.
NBJP vs. SPDR S&P 500 ETF (SPY)
AUM124.07M
RegionAsia-Pacific
Expense Ratio0.50%
Beta0.86
IssuerNeuberger Berman
Inception DateSep 11, 2024
Dividend Yield1.96%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,923
30 Day Avg. Volume10,584
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 a fund that invests in a wide range of Japanese companies, from smaller growing firms to large, established businesses. It focuses on growth companies across many sectors, including industrials, technology, and financials. Well-known names in the fund include Toyota Motor and Mizuho Financial Group. An investor might consider NBJP to gain diversified exposure to Japan’s economy and its potential long-term growth. However, because it is concentrated in Japanese stocks, its value can go up or down significantly with changes in Japan’s market and economy.
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
NBJP leans heavily into Japan’s financial and industrial engines, with banks like Mizuho Financial Group and Resona Holdings doing much of the heavy lifting as their shares keep rising over the past few months. Toyota Tsusho has also been a bright spot, adding momentum from the industrial and trading side, while Sysmex offers a steadier health-care tilt despite some mixed signals. On the flip side, Tokio Marine has been losing steam lately, and Toyota Motor has been more of a drag this year. Overall, the fund is a Japan-only story, concentrated in domestically driven financials and industrials.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Resona Holdings | 5.14% | $6.35M | ¥5.64T | 54.86% | 72 Outperform | |
| Mizuho Financial Group | 4.93% | $6.10M | ¥20.89T | 75.58% | 77 Outperform | |
| Tokio Marine Holdings | 4.90% | $6.05M | ¥15.42T | 12.58% | 66 Neutral | |
| Sysmex | 4.16% | $5.14M | ¥1.17T | -4.26% | 61 Neutral | |
| Toyota Tsusho | 3.82% | $4.73M | ¥6.93T | 84.53% | 77 Outperform | |
| Hochiki Corporation | 3.20% | $3.96M | ¥149.28B | 49.42% | 75 Outperform | |
| Toyota Motor | 3.15% | $3.90M | ¥35.71T | 2.22% | 80 Outperform | |
| NGK SPARK PLUG CO | 2.65% | $3.28M | ¥1.44T | 31.12% | 79 Outperform | |
| USS Co | 2.52% | $3.11M | ¥881.39B | -1.28% | 72 Outperform | |
| ― | 2.51% | $3.10M | ― | ― | ― |
NBJP Technical Analysis
Positive
―
Price Trends
35.89
Positive
36.03
Negative
34.44
Positive
Market Momentum
-0.07
Positive
51.04
Neutral
49.30
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 35.82, equal to the 50-day MA of 35.89, and equal to the 200-day MA of 34.44, indicating a bullish trend. The MACD of -0.07 indicates Positive momentum. The RSI at 51.04 is Neutral, neither overbought nor oversold. The STOCH value of 49.30 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
Performance Comparison
NBJP
Neuberger Berman Japan Equity ETF
35.99
6.78
23.21%
JPY
Lazard Japanese Equity ETF
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JAPN
Horizon Kinetics Japan Owner Operator ETF
―
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RAYJ
Rayliant SMDAM Japan Equity ETF
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―
―
MJSC
MUFG Japan Small Cap Active ETF
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―
―
JPAN
Matthews Japan Active 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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