Neuberger Berman Small-Mid Cap ETFNBSM
NBSM
0
Funds holding %
of 6,831 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
Neutral
ETF Trends
18 hours ago
Small-Caps: Big Potential in Today's Market
Little-known China AI startup DeepSeek sent fear rippling throughout the markets this week by announcing major strides in its large language model technology at just a fraction of the cost of what many experts thought possible. That sparked a mini-collapse among big-cap tech stocks like Microsoft, Google, and Nvidia, which tumbled 20% at its low.
Neutral
ETF Trends
2 days ago
Bull vs. Bear: Small-Caps, Foreign or Domestic?
Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.
Neutral
ETF Trends
1 week ago
NBSM: A Solution for Diversifying Away From Large-Cap Growth
Investors may be surprised to learn how little small-cap exposure is needed to provide meaningful diversification to a portfolio concentrated in large-cap growth. The S&P 500 is 20 times larger than the Russell 2500.
Positive
ETF Trends
2 weeks ago
Neuberger Berman Forecasts a Robust Q1 Economy
Heading into 2025, Neuberger Berman predicted strong economic performance as earnings gains spread across sectors in their first quarter outlook. Buoyed by the high likelihood of recovering manufacturing, this growth creates an opportunity set beyond current mega-cap tech concentration within equities in Q1.
Positive
ETF Trends
1 month 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 month 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
1 month 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
2 months 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
2 months 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
2 months 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.
Charts implemented using Lightweight Charts™