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Neuberger Short Duration Income ETF NBSD

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

Morningstar’s Analysis NBSD

Will NBSD 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 NBSD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBSD 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 NBSD’s parent organization’s priorities and whether they’re in line with investors’ interests.

A nice option for more adventurous short-term bond investors.

Senior Analyst Max Curtin

Max Curtin

Senior Analyst

Summary

Neuberger Berman Short Duration Income ETF is an attractive option for short-term bond investors in search of extra yield.

by Max Curtin
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Portfolio Holdings NBSD

More NBSD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Sept 26

41.25 685M
Government

Ssc Government Mm Gvmxx

3.54 59M
Cash and Equivalents

United States Treasury Notes 3.375%

1.90 32M
Government

United States Treasury Notes 3.5%

1.39 23M
Government

MUNICIPAL FDG TR VAR STS 4.07%

0.75 13M
municipal

Societe Generale S.A. 5.371%

0.70 12M
Corporate

JPMorgan Chase & Co. 4.915%

0.69 11M
Corporate

Federal National Mortgage Association 5.5%

0.50 8M
Securitized

Goldman Sachs Group, Inc. 1.948%

0.47 8M
Corporate

Citigroup Inc. 4.786%

0.46 8M
Corporate

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