Neuberger Berman Small-Mid Cap ETF (NBSM)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Neuberger Berman Small-Mid Cap ETF (NBSM) with AI Score 44/100 (Weak). Neuberger Berman Small-Mid Cap ETF (NBSM) focuses on investing in high-quality small- and mid-cap companies. Market cap: 0, Sector: Financial services.
Last analyzed: Mar 17, 2026Neuberger Berman Small-Mid Cap ETF (NBSM) Financial Services Profile
Neuberger Berman Small-Mid Cap ETF (NBSM) is an asset management fund targeting high-quality small- and mid-cap companies with strong growth potential. Operating within the financial services sector, NBSM offers investors exposure to a curated portfolio of businesses demonstrating sustainable growth prospects and sound financial health.
Investment Thesis
Neuberger Berman Small-Mid Cap ETF (NBSM), with a market cap of $0.23 billion and a beta of 0.92, presents a targeted investment vehicle for those seeking exposure to high-quality small- and mid-cap companies. The fund's focus on businesses with above-average and sustainable growth prospects is a key value driver. Upcoming catalysts include potential gains from innovative companies within the portfolio scaling operations. However, potential risks include market volatility impacting small- and mid-cap valuations and the fund's success being contingent on the continued growth and profitability of its underlying holdings. The absence of a dividend yield may deter some income-focused investors.
Based on FMP financials and quantitative analysis
Key Highlights
- Market Cap of $0.23B indicates a focus on small to mid-sized companies.
- Beta of 0.92 suggests slightly lower volatility compared to the overall market.
- The fund targets companies with above-average and sustainable growth prospects.
- NBSM provides diversification within the small- and mid-cap segment.
- Operates within the asset management industry, leveraging Neuberger Berman's expertise.
Competitors & Peers
Strengths
- Focus on high-quality small- and mid-cap companies.
- Experienced management team at Neuberger Berman.
- Diversified portfolio across various sectors.
- Established brand reputation.
Weaknesses
- Dependence on the performance of small- and mid-cap companies.
- Vulnerability to market volatility.
- Absence of dividend yield may deter some investors.
- Relatively small market cap compared to larger ETFs.
Catalysts
- Upcoming: Potential gains from innovative companies within the portfolio scaling operations.
- Ongoing: Continued growth in the small- and mid-cap segment.
- Ongoing: Increasing demand for diversified investment products.
- Ongoing: Positive economic growth driving corporate earnings.
Risks
- Potential: Market volatility impacting small- and mid-cap valuations.
- Potential: Underperformance of underlying holdings.
- Potential: Changes in investor sentiment.
- Ongoing: Competition from other asset management firms.
- Ongoing: Regulatory risks and compliance costs.
Growth Opportunities
- Expansion into New Sectors: NBSM can explore opportunities to invest in emerging sectors with high growth potential, such as renewable energy or biotechnology. By diversifying its portfolio into these sectors, the fund can capture new sources of growth and enhance its overall return profile. The market size for renewable energy and biotechnology is projected to grow significantly over the next decade, presenting a substantial opportunity for NBSM to capitalize on. Timeline: Ongoing.
- Increased Investment in Technology-Driven Companies: NBSM can increase its allocation to technology-driven companies that are disrupting traditional industries. These companies often exhibit high growth rates and strong competitive advantages. By investing in these companies, NBSM can benefit from the ongoing digital transformation of the economy. The market size for technology-driven companies is estimated to be in the trillions of dollars. Timeline: Ongoing.
- Strategic Partnerships with Fintech Companies: NBSM can form strategic partnerships with fintech companies to enhance its investment capabilities and expand its reach to new investors. These partnerships can provide NBSM with access to innovative technologies and distribution channels. The market for fintech solutions is growing rapidly, presenting a significant opportunity for NBSM to leverage these partnerships. Timeline: Ongoing.
- Focus on Sustainable and Socially Responsible Investing: NBSM can incorporate sustainable and socially responsible investing (ESG) principles into its investment process. This can attract a growing segment of investors who are interested in aligning their investments with their values. The market for ESG investments is expanding rapidly, presenting a significant opportunity for NBSM to differentiate itself and attract new capital. Timeline: Ongoing.
- Geographic Expansion into Emerging Markets: NBSM can explore opportunities to invest in small- and mid-cap companies in emerging markets. These markets often offer higher growth rates than developed markets. By expanding its geographic reach, NBSM can diversify its portfolio and enhance its overall return potential. The market size for emerging market investments is substantial and growing. Timeline: Ongoing.
Opportunities
- Expansion into new sectors and emerging markets.
- Increased adoption of ESG investing principles.
- Strategic partnerships with fintech companies.
- Growing demand for investment products and services.
Threats
- Increased competition from other ETFs and mutual funds.
- Economic downturns and market corrections.
- Changes in interest rates and regulatory policies.
- Geopolitical risks.
Competitive Advantages
- Established brand name of Neuberger Berman.
- Experienced investment management team.
- Focus on high-quality companies.
- Diversified portfolio.
About NBSM
Neuberger Berman Small-Mid Cap ETF (NBSM) is designed to provide investors with exposure to a portfolio of high-quality small- and mid-cap companies. The fund's investment strategy centers around identifying businesses with above-average growth prospects and sustainable business models. NBSM operates within the asset management industry, focusing on companies that demonstrate strong financial health and the potential for long-term value creation. The fund's investment decisions are guided by rigorous fundamental analysis and a focus on identifying companies with competitive advantages and strong management teams. NBSM aims to deliver attractive risk-adjusted returns by investing in a diversified portfolio of small- and mid-cap companies across various sectors. The ETF provides investors with a convenient and cost-effective way to access a professionally managed portfolio of promising small- and mid-cap businesses. The fund is managed by Neuberger Berman, a well-established global asset management firm with a long history of investment expertise.
What They Do
- Invests in high-quality small- and mid-cap businesses.
- Seeks companies with above-average growth prospects.
- Focuses on sustainable business models.
- Provides investors with exposure to a diversified portfolio.
- Offers a professionally managed investment vehicle.
- Aims to deliver attractive risk-adjusted returns.
Business Model
- Generates revenue through management fees.
- Invests in a portfolio of small- and mid-cap companies.
- Utilizes fundamental analysis to identify investment opportunities.
Industry Context
Neuberger Berman Small-Mid Cap ETF (NBSM) operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. NBSM competes with other ETFs and mutual funds that focus on small- and mid-cap companies, including BKCI, BMAR, BVAL, CNRG, and HFGO. The fund differentiates itself by focusing on high-quality businesses with sustainable growth prospects. The asset management industry is experiencing growth driven by increasing demand for investment products and services.
Key Customers
- Individual investors
- Institutional investors
- Financial advisors
Financials
Chart & Info
Neuberger Berman Small-Mid Cap ETF (NBSM) stock price: Price data unavailable
Latest News
No recent news available for NBSM.
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for NBSM.
Price Targets
Wall Street price target analysis for NBSM.
MoonshotScore
What does this score mean?
The MoonshotScore rates NBSM's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Common Questions About NBSM
What does Neuberger Berman Small-Mid Cap ETF do?
Neuberger Berman Small-Mid Cap ETF (NBSM) is an exchange-traded fund that invests in a diversified portfolio of high-quality small- and mid-cap companies. The fund's objective is to provide investors with exposure to businesses that exhibit above-average and sustainable growth prospects. NBSM operates within the asset management industry, leveraging Neuberger Berman's expertise to identify and select companies with strong financial health and the potential for long-term value creation. The ETF offers a convenient and cost-effective way for investors to access a professionally managed portfolio of promising small- and mid-cap businesses across various sectors.
What do analysts say about NBSM stock?
AI analysis is currently pending for NBSM. Generally, analysts consider factors such as the fund's expense ratio, tracking error, and the performance of its underlying holdings when evaluating its investment potential. Key valuation metrics may include price-to-earnings ratios and growth rates of the companies within the portfolio. The fund's growth considerations are tied to the continued success and profitability of the small- and mid-cap businesses it invests in. Analyst consensus will vary depending on market conditions and the performance of the fund's holdings.
What are the main risks for NBSM?
The main risks for Neuberger Berman Small-Mid Cap ETF (NBSM) include market volatility, which can disproportionately impact the valuations of small- and mid-cap companies. Additionally, the fund's performance is dependent on the continued growth and profitability of its underlying holdings, which are subject to various business and economic risks. Competition from other asset management firms and regulatory changes also pose potential risks. Investors should carefully consider these factors before investing in NBSM.
What are the key factors to evaluate for NBSM?
Neuberger Berman Small-Mid Cap ETF (NBSM) currently holds an AI score of 44/100, indicating low score. Key strength: Focus on high-quality small- and mid-cap companies.. Primary risk to monitor: Potential: Market volatility impacting small- and mid-cap valuations.. This is not financial advice.
How frequently does NBSM data refresh on this page?
NBSM prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven NBSM's recent stock price performance?
Recent price movement in Neuberger Berman Small-Mid Cap ETF (NBSM) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Focus on high-quality small- and mid-cap companies.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider NBSM overvalued or undervalued right now?
Determining whether Neuberger Berman Small-Mid Cap ETF (NBSM) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying NBSM?
Before investing in Neuberger Berman Small-Mid Cap ETF (NBSM), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for NBSM.
- Information is based on available data and may be subject to change.