Neuberger Berman Small-Mid Cap ETFNBSM
NBSM
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
16% more capital invested
Capital invested by funds: $169M [Q2] → $197M (+$27.3M) [Q3]
0.86% less ownership
Funds ownership: 98.67% [Q2] → 97.8% (-0.86%) [Q3]
25% less funds holding
Funds holding: 4 [Q2] → 3 (-1) [Q3]
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Research analyst outlook
We haven’t received any recent analyst ratings for NBSM.
Financial journalist opinion
Based on 4 articles about NBSM published over the past 30 days
Positive
ETF Trends
1 week ago
Active Management ‘Critical' for 2025 Equity Markets
Whether optimistic or cautious about next year's markets and economy, the general consensus remains that of shifting tides in 2025. Neuberger Berman discussed the five key themes they're watching in the new year in a recent outlook.
Positive
ETF Trends
1 week ago
Morningstar Picks NBSM as a Top New ETF of 2024
In another record-breaking year for ETF launches, the Neuberger Berman Small-Mid Cap ETF (NBSM) continues to capture investor attention. Through its actively managed strategy in the SMIDcap space, the fund garners a top spot in best new ETFs of the year according to Morningstar.
Neutral
ETF Trends
3 weeks ago
Avoid Small-Cap Disparities With Active Management
Advisors and investors looking to capture potential tailwinds for small-cap stocks headed into 2025 would do well to consider active management. Given the disparities between top- and bottom-performing small-caps, strategies that target high-quality small-caps could prove beneficial.
Positive
ETF Trends
4 weeks ago
Navigate the SMID Cap Space With Active ETFs
While many investors seem fixated on the mega cap equities, one would be remiss to ignore the immense potential of SMID caps. There are more than a few reasons why SMID caps currently offer an attractive investment option.
Positive
ETF Trends
4 weeks ago
Get Active Small Cap Exposure as Russell 2000 Hits New High
The Russell 2000 recent all-time high is proving that big things can come in small packages this holiday season. Given the index's recent run, it's an ideal time to get active exposure to funds like the Neuberger Berman Small-Mid Cap ETF (NBSM).
Neutral
ETF Trends
1 month ago
The Case for Active Investing in 2025
The impending regime change in January brings with it a number of policy and regulatory shifts likely to carry lasting impacts for markets. Joseph Amato, President and CIO- Equities at Neuberger Berman discussed the nuanced market outlook heading into 2025 in a recent CIO Weekly Perspectives post.
Positive
ETF Trends
1 month ago
Is the Market's Risk-on Sentiment Sustainable In 2025?
In the wake of the U.S. presidential election results, markets rallied, hitting new highs as investor sentiment shifted to risk-on. It's an approach likely to last through the end of the year, benefiting a number of key asset classes.
Positive
ETF Trends
1 month ago
Reallocate 1% of Your Large-Cap Exposure to Boost Returns 20%
The valuation gap between large-cap stocks and small-cap stocks alongside growing small-cap tailwinds leave the asset class favorably positioned looking ahead. Investors seeking to reallocate to small-caps to capture potential outsized returns would do well to consider the Neuberger Berman Small-Mid Cap ETF (NBSM).
Positive
ETF Trends
2 months ago
Diversify Your SMID Exposure With Actively-Managed NBSM
Investors looking to the potential of small- and midcap (SMID) performance in a declining rate environment would do well to consider the Neuberger Berman Small-Mid Cap ETF (NBSM). The actively managed fund offers diversified exposure when compared to the Russell 2500 Index benchmark.
Positive
Seeking Alpha
2 months ago
NBSM: Can This Active SMID-Cap ETF Justify Its 25.52x Forward P/E?
NBSM is a relatively new active small/mid-cap blend fund with a 0.74% expense ratio and $199 million in assets under management. I don't always mind high-fee funds with this size segment, and I appreciate the advisor's quality screens, which were made apparent after evaluating NBSM's numerous quality features. NBSM's 1.04 five-year beta is also one of the lowest in its category, but its 25.52x forward P/E is difficult to justify for the mediocre sales and earnings growth offered.
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