Key stats
About Neuberger Berman ETF Trust Neuberger Berman China Equity ETF
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Inception date
Oct 16, 2023
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
NBCE strives for long-term capital growth by focusing on China-based equities. The fund considers market cap for selection and targets companies with good balance sheets and the potential for sustainable, sizable earnings growth. It also puts emphasis on firms who demonstrate commitment to positive ESG practices. NBCE identifies these organizations as those who have clear environmental policies, employ social service and welfare programs, and have a management team that oversees their ESG strategies. Because of this direction, companies linked with harmful controversies or sitting in the lowest ESG ratings are ruled out. Additionally, the portfolio manager applies a disciplined selling strategy to securities deemed overvalued, underperforming, or when better investment opportunities arise. NBCE converted from a mutual fund, with $ 1.78 million in assets.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Producer Manufacturing
Electronic Technology
Stocks97.42%
Finance21.88%
Producer Manufacturing17.82%
Electronic Technology16.94%
Consumer Non-Durables8.45%
Process Industries6.62%
Health Technology4.63%
Consumer Durables4.11%
Utilities3.38%
Technology Services2.64%
Non-Energy Minerals2.36%
Consumer Services2.22%
Transportation2.18%
Distribution Services2.05%
Industrial Services1.33%
Bonds, Cash & Other2.58%
Cash3.40%
Miscellaneous−0.82%
Stock breakdown by region
Asia98.76%
North America1.24%
Latin America0.00%
Europe0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history