NBCR
Neuberger Berman Core Equity ETF
📎 Investment Objective
The Neuberger Berman Core Equity ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Index, which measures the performance of the large-cap segment of the U.S. equity market.
Overview
ETF tracking Neuberger Berman Core Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Neuberger Berman Core Equity ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Index, which measures the performance of the large-cap segment of the U.S. equity market.
🎯 Investment Strategy
The ETF invests primarily in the equity securities included in the Russell 1000 Index, seeking to replicate the performance of the index through a sampling approach. The portfolio manager may also invest in other instruments, such as futures contracts, to help manage cash flows and maintain the desired exposure to the index.
✨ Key Features
- Seeks to track the performance of the Russell 1000 Index, a broad large-cap U.S. equity benchmark
- Diversified portfolio of large-cap U.S. stocks
- Low-cost, passively managed index-tracking strategy
- Potentially suitable for long-term core equity exposure
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Tracking error risk: The ETF may not perfectly track the performance of the underlying index
- Concentration risk: The ETF's performance may be more volatile due to its focus on large-cap U.S. stocks
- Liquidity risk: The ETF's shares may trade at a premium or discount to its net asset value
👤 Best For
This ETF may be suitable for long-term investors seeking broad exposure to the large-cap segment of the U.S. equity market as part of a diversified portfolio. It may be particularly appropriate for investors with a moderate risk tolerance who are looking for a low-cost, passively managed core equity holding.