Neuberger Option Strategy ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Neuberger Option Strategy ETF NBOS
Morningstar’s Analysis NBOS
Will NBOS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the NBOS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of NBOS’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 4.625% | 13.70 | 62M | Government |
United States Treasury Notes 4.375% | 13.34 | 60M | Government |
United States Treasury Notes 4.25% | 12.21 | 55M | Government |
United States Treasury Notes 4% | 11.93 | 54M | Government |
United States Treasury Notes 3.875% | 11.87 | 54M | Government |
United States Treasury Notes 3.375% | 11.69 | 53M | Government |
United States Treasury Notes 4.625% | 11.37 | 52M | Government |
United States Treasury Notes 4.125% | 8.49 | 39M | Cash and Equivalents |
Ssc Government Mm Gvmxx | 4.20 | 19M | Cash and Equivalents |
State Street® SPDR® S&P 500® ETF | 2.95 | 13M | — |