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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 higher-income option with more risk.

Associate Analyst Rafael Ramirez

Rafael Ramirez

Associate Analyst

Summary

Neuberger Short Duration Income ETF uses a flexible asset-allocation model that seeks attractive income opportunities but delivers more volatility than its average peer in the short-term bond Morningstar Category.

by Rafael Ramirez
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Portfolio Holdings NBSD

More NBSD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

38.88 749M
Government

Ssc Government Mm Gvmxx

6.71 129M
Cash and Equivalents

United States Treasury Notes 3.375%

1.63 31M
Government

JPMorgan Chase & Co. 4.915%

0.80 15M
Corporate

United States Treasury Notes 3.5%

0.79 15M
Government

NVIDIA Corp. 4.35%

0.63 12M
Corporate

Societe Generale S.A. 5.371%

0.58 11M
Corporate

CVS Health Corp 4.3%

0.53 10M
Corporate

Morgan Stanley 4.868%

0.47 9M
Corporate

Goldman Sachs Group, Inc. 1.948%

0.47 9M
Corporate

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