NBSM

Neuberger Berman Small-Mid Cap ETF

$24.93
+0.00%
Market closed. Last update: 10:52 PM ET

📎 Investment Objective

The Neuberger Berman Small-Mid Cap ETF seeks to provide investment results that correspond generally to the performance of the Neuberger Berman Small-Mid Cap Index, which tracks the investment results of small and mid-capitalization U.S. equities.

Overview

ETF tracking Neuberger Berman Small-Mid Cap ETF

Category Mid Cap
Issuer Other
Inception Date 2024-03-21
Market Cap $180.1M
Average Volume N/A
Dividend Yield 0.24%
52-Week Range $21.10 - $28.26
VWAP $24.92

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The Neuberger Berman Small-Mid Cap ETF seeks to provide investment results that correspond generally to the performance of the Neuberger Berman Small-Mid Cap Index, which tracks the investment results of small and mid-capitalization U.S. equities.

🎯 Investment Strategy

The ETF employs a passive management (or index-tracking) strategy designed to track the performance of the underlying index. It invests in a representative sample of securities included in the index to seek to achieve its investment objective.

✨ Key Features

  • Exposure to a diversified portfolio of small and mid-cap U.S. stocks
  • Passively managed to track the Neuberger Berman Small-Mid Cap Index
  • Low expense ratio of 0.00%
  • Relatively new ETF with limited performance history

⚠️ Primary Risks

  • Market risk: The value of the ETF's investments may decline due to general market conditions
  • Equity risk: The stocks held by the ETF may underperform the market
  • Small and mid-cap risk: Smaller companies may be more volatile and less liquid than larger companies
  • Tracking error risk: The ETF may not perfectly track the underlying index

👤 Best For

This ETF may be suitable for investors seeking broad exposure to small and mid-cap U.S. equities as part of a diversified portfolio. It may be appropriate for investors with a medium to long-term investment horizon and a moderate to high risk tolerance.