Neuberger Berman Growth ETF (NBGX)

Overview

The Neuberger Berman Growth Fund is an investment vehicle designed to achieve long-term capital appreciation through a portfolio of growth-oriented companies. Targeting industries such as technology, healthcare, and consumer discretionary, which offer significant opportunities for revenue and earnings growth, the fund operates with a focus on identifying businesses that demonstrate a competitive edge, financial solidity, and attractive market opportunities. Actively managed by Neuberger Berman’s team of investment professionals, the fund stands out for its commitment to a research-driven approach. Although it primarily invests in equities of U.S. companies, the fund is also open to investing in selected non-U.S. companies that meet its growth investment criteria, making it an interesting option for investors aiming for diversification and high-growth opportunities within their portfolios.

Products and Services

Growth-oriented Investments:

At the heart of the Neuberger Berman Growth Fund are its growth-oriented investments. The fund seeks out companies primarily in high-potential sectors like technology, healthcare, and consumer discretionary. Investments are selected based on the potential for substantial revenue and earnings growth, ensuring the portfolio is poised for long-term capital appreciation. This strategic focus on growth sectors makes the fund an attractive option for investors looking to capitalize on the expansion of leading industries.

Active Management:

The Neuberger Berman Growth Fund benefits from the active management approach of Neuberger Berman’s experienced investment professionals. Active management allows the fund to adapt to changing market conditions, identify undervalued growth stocks, and manage risks effectively. This hands-on approach ensures that the fund is not just passively following market indexes but is actively seeking out investment opportunities that align with its growth objectives.

Research-driven Investing:

Neuberger Berman is known for its strong emphasis on research, and the Growth Fund embodies this principle. The fund’s investment team conducts in-depth analysis to identify companies with solid competitive advantages, impressive financial health, and substantial market opportunities. This research-driven strategy aims to uncover stocks that are likely to outperform in the long run, providing a foundation for the fund’s target of achieving long-term capital growth.

Domestic and Select International Exposure:

While the Neuberger Berman Growth Fund primarily focuses on U.S.-based companies, it does not limit itself geographically. The fund’s strategy includes investments in select non-U.S. companies that fit its criteria for growth potential. This approach offers investors a chance to diversify their portfolios beyond domestic markets, taking advantage of global growth opportunities. The inclusion of international stocks is carefully considered to complement the fund’s primary focus on U.S. equities, ensuring a balanced and growth-oriented investment portfolio.