Neuberger Berman Small-Mid Cap ETF (NBSM) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.92: the stock has moved about 8% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerNeuberger Berman Small-Mid Cap ETF (NBSM) trades at $27.67. Neuberger Berman Small-Mid Cap ETF (NBSM) focuses on investing in high-quality small- and mid-cap companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for NBSM: NBSM does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Neuberger 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.
What Is the Investment Thesis for NBSM?
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
NBSM 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.
Who Are NBSM's Competitors?
NBSM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BKCI BNY Mellon Concentrated International ETF | $51.95 | +0.95% | $162M | — |
| BMAR Innovator U.S. Equity Buffer ETF | $59.40 | +0.45% | $188M | — |
| BVAL Bluemonte Large Cap Value ETF | $31.32 | +0.52% | $272M | — |
| CNRG State Street SPDR S&P Kensho Clean Power ETF | $85.33 | +2.18% | $158M | — |
| HFGO Hartford Large Cap Growth ETF | $30.69 | +1.10% | $180M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NBSM's Key Strengths?
Focus on high-quality small- and mid-cap companies.
- Experienced management team at Neuberger Berman.
- Diversified portfolio across various sectors.
- Established brand reputation.
What Are NBSM's 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.
What Are the Key Risks for NBSM?
Market volatility impacting small- and mid-cap valuations.
- Underperformance of underlying holdings.
- Changes in investor sentiment.
- Competition from other asset management firms.
- Regulatory risks and compliance costs.
What Threats Does NBSM Face?
- Increased competition from other ETFs and mutual funds.
- Economic downturns and market corrections.
- Changes in interest rates and regulatory policies.
- Geopolitical risks.
What Are NBSM's Competitive Advantages?
- Established brand name of Neuberger Berman.
- Experienced investment management team.
- Focus on high-quality companies.
- Diversified portfolio.
What Does NBSM Do?
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 Products and Services Does NBSM Offer?
- 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.
How Does NBSM Make Money?
- Generates revenue through management fees.
- Invests in a portfolio of small- and mid-cap companies.
- Utilizes fundamental analysis to identify investment opportunities.
What Industry Does NBSM Operate In?
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.
Who Are NBSM's Key Customers?
- Individual investors
- Institutional investors
- Financial advisors
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -4.5%.
NBSM Financials
Bull Case vs Bear Case
Bull Case
- Focus on high-quality small- and mid-cap companies.
- Experienced management team at Neuberger Berman.
- Diversified portfolio across various sectors.
- Established brand reputation.
Bear Case
- 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.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
NBSM Latest News
No recent news available for NBSM.
NBSM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for NBSM.
Price Targets
Wall Street price target analysis for NBSM.
NBSM MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for NBSM; grades run from A+ (80-100) to F (below 30).
Common Questions About NBSM (Financials)
What do analysts say about NBSM stock?
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.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.