Morningstar

Neuberger Option Strategy ETF NBOS

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Investment Hub

Morningstar’s Analysis NBOS

Will NBOS outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBOS’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NBOS

More NBOS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.625%

12.56 71M
Government

United States Treasury Notes 4%

12.26 70M
Government

United States Treasury Notes 4.25%

12.02 68M
Government

United States Treasury Notes 3.375%

11.58 66M
Government

United States Treasury Notes 3.875%

11.34 64M
Government

United States Treasury Notes 3.875%

11.31 64M
Government

United States Treasury Notes 3.375%

11.17 63M
Government

United States Treasury Notes 4.375%

10.63 60M
Cash and Equivalents

Ssc Government Mm Gvmxx

7.98 45M
Cash and Equivalents

State Street Spdr S+p 500 Etf Oct26 768 Put

−0.00 −2,071
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