Key stats
About Neuberger Berman ETF Trust Neuberger Berman Core Equity ETF
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Inception date
Aug 1, 2024
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
Primary advisor
Neuberger Berman Investment Advisers LLC
Distributor
Neuberger Berman BD LLC (Investment Management)
NBCR uses a sector-neutral approach aiming to beat the Russell 1000 index. While primarily focused on large-capitalization US companies, the fund may also invest in other equity securities, including REITs, rights, warrants, ETFs, and depository receipts. The Portfolio Managers, supported by research analysts, select securities through a fundamental, research-driven process involving company visits, management interviews, attending industry conferences, proprietary financial models, predicting earnings, cash flow, balance sheets, assessing growth and valuation shifts, and setting price targets for covered companies. The objective is to identify the most attractive stocks across all industries. ESG factors are considered in the investment analysis when financially material, although they are not uniformly applied across all investment types. Securities are sold when they no longer present attractive investment opportunities.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.