NBGX
+0.65 · +2.41%
$27.71 · NYSE ARCA

Neuberger Berman ETF Trust (NBGX) ETF Analysis | Large Growth

Neuberger Berman · USA
AUM:$13.6M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.0% over the past year, showing positive momentum.

What is NBGX?

To pursue its goal, the fund normally invests primarily in equity securities of large-capitalization companies, which it defines as those with a market capitalization within the market capitalization range of the Russell 1000® Growth Index at the time of purchase. The portfolio managers employ a research driven approach to stock selection, with a long term perspective that combines both quantitative analysis and qualitative judgment.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
NBGX returned 11.0% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 57.0% of the ETF — significant weight in a small number of names.
Income Component
Current yield of 0.28% — modest income alongside capital growth potential.
ETF Information
AUM$13.6M
Expense Ratio0.00%
Dividend Yield0.28%
Holdings49
Inception DateDec 2024
Domicile
Distribution
Index
ProviderNeuberger Berman
Beta
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

How would NBGX affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.3%
1Y
+9.0%
3Y
+23.1%
5Y
+23.1%
OpenBook InsightIf you had invested £10,000 in NBGX 5 years ago, it would have grown to £12,308 — a gain of £2,308.

Annual Returns

Calendar year performance

NBGX delivered positive returns in 2 of the last 3 calendar years.
YearNBGX
2026 YTD+6.6%
2025+16.3%
2024-0.5%
CAGR 2yr+7.6%
2/3 positive yearsAvg return: +7.5%Worst year: -0.5% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
15.1%
Low
Momentum
+3.0%
30-day change
Support Level
29.44
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.