Neuberger Berman Small-Mid Cap ETF (NBSM)
| Assets | $137.65M |
| Expense Ratio | 0.74% |
| PE Ratio | 25.41 |
| Shares Out | 6.25M |
| Dividend (ttm) | $0.06 |
| Dividend Yield | 0.26% |
| Ex-Dividend Date | Dec 18, 2024 |
| Payout Ratio | 6.75% |
| 1-Year Return | -5.71% |
| Volume | 24,427 |
| Open | 23.15 |
| Previous Close | 22.60 |
| Day's Range | 22.78 - 23.15 |
| 52-Week Low | 20.83 |
| 52-Week High | 28.38 |
| Beta | n/a |
| Holdings | 55 |
| Inception Date | Mar 20, 2024 |
About NBSM
Fund Home PageThe Neuberger Berman Small-Mid Cap ETF (NBSM) is an exchange-traded fund that mostly invests in extended market equity. The fund is actively managed, focusing on capital appreciation through investments in small- and mid-cap companies aligned with the Russell 2000 and Midcap Index. NBSM was launched on Mar 20, 2024 and is issued by Neuberger Berman.
Top 10 Holdings
25.58% of assets| Name | Symbol | Weight |
|---|---|---|
| Chemed Corporation | CHE | 2.97% |
| AptarGroup, Inc. | ATR | 2.68% |
| Fair Isaac Corporation | FICO | 2.57% |
| CNX Resources Corporation | CNX | 2.56% |
| ITT Inc. | ITT | 2.55% |
| Valmont Industries, Inc. | VMI | 2.51% |
| Tyler Technologies, Inc. | TYL | 2.47% |
| RLI Corp. | RLI | 2.46% |
| Alliant Energy Corporation | LNT | 2.43% |
| Ryan Specialty Holdings, Inc. | RYAN | 2.38% |
News
U.S. Tariffs: Down But Not Out
Tariffs create significant challenges for U.S. economic growth this year. Although Neuberger Berman forecasts low growth, the firm believes two categories of equities may benefit due to economic signa...
Minding the Leverage Gap in Small-Caps
The potential for interest rate cuts traditionally drives renewed investor interest in small-cap companies. However, the added risks of recession, inflationary impacts of tariffs, and more create a co...
In Market Drawdown, Actively Managed NBSM Trims Losses
Active strategies may prove beneficial in volatile, complex markets this year. Equity investors looking to diversify away from large-cap concentration should consider the Neuberger Berman Small-Mid Ca...
Neuberger Berman's Reiner on Big Teams in Small-Caps
I recently had the chance to talk with Brett Reiner, managing director, portfolio manager on Nueberger Berman's small-cap team. Reiner shared the competitive advantages a large team makes when investi...
An ETF to Ponder Amid Temporary Small-Cap Headwinds
Small-cap equities benefited from a post-election rally, but have receded since. However, the headwinds that are stifling small-cap momentum may only be temporary, opening opportunities to obtain smal...
Trump 2.0 may create powerful tailwinds for two vastly different groups: big banks and small caps
Two exchange-traded fund experts deliver plays that should deliver multi-year gains.
What big banks and small caps have in common right now
John Davi, Astoria Portfolio Advisors founder & CEO, and Todd Rosenbluth, VettaFi head of research, join CNBC's Courtney Reagan on 'ETF Edge'. They debate why banks and small caps could be bright spot...
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 apprec...