Neuberger Berman Small-Mid Cap ETF
NBSM
Market cap $215M

27.52 USD

-0.34

1.22%

At close Dec 5, 4:00 PM EST

1 day

-1.22%

5 days

-1.96%

1 month

4.52%

3 months

9.69%

6 months

10.30%

Year to date

7.88%

1 year

7.88%

5 years

7.88%

10 years

7.88%

0

Funds holding %

of 6,790 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

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Research analyst outlook

We haven’t received any recent analyst ratings for NBSM.

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Financial journalist opinion

Based on 6 articles about NBSM published over the past 30 days

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.

Avoid Small-Cap Disparities With Active Management

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.

Navigate the SMID Cap Space With Active ETFs

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).

Get Active Small Cap Exposure as Russell 2000 Hits New High

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.

The Case for Active Investing in 2025

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.

Is the Market's Risk-on Sentiment Sustainable In 2025?

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).

Reallocate 1% of Your Large-Cap Exposure to Boost Returns 20%

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.

Diversify Your SMID Exposure With Actively-Managed NBSM

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.

NBSM: Can This Active SMID-Cap ETF Justify Its 25.52x Forward P/E?

SMIDcaps Outperform in Q3; Add Exposure With NBSM

SMIDcaps outperformed large-cap growth equities during the third quarter. Investors rotated into industries with more interest-rate risk during the third quarter in anticipation of rate cuts from the Fed.

SMIDcaps Outperform in Q3; Add Exposure With NBSM

Lower Rates Could Set Stage for SMIDcap Outperformance

Lower interest rates may set the stage for the outperformance of SMIDcap ETFs. The Federal Reserve cut interest rates on Wednesday, reducing the target range for the federal funds rate by one half percentage point.

Lower Rates Could Set Stage for SMIDcap Outperformance

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