Kirby

Aptargroup

Fair Isaac

Valmont Industries

CNX Resources

Haemonetics

Tyler Technologies

Ryan Specialty Group Holdings

RBC Bearings Inc

Neuberger Berman Small-Mid Cap ETF

NBSM is actively managed, focusing on capital appreciation through investments in small- and mid-cap companies aligned with the Russell 2000 and Midcap Index.

Neuberger Berman Core Equity ETF

Whether optimistic or cautious about next year's markets and economy, the general consensus remains that of shifting tides in 2025. Neuberger Berman discussed the five key themes they're watching in the new year in a recent outlook.

Active Management ‘Critical' for 2025 Equity Markets

In another record-breaking year for ETF launches, the Neuberger Berman Small-Mid Cap ETF (NBSM) continues to capture investor attention. Through its actively managed strategy in the SMIDcap space, the fund garners a top spot in best new ETFs of the year according to Morningstar.

Morningstar Picks NBSM as a Top New ETF of 2024

Advisors and investors looking to capture potential tailwinds for small-cap stocks headed into 2025 would do well to consider active management. Given the disparities between top- and bottom-performing small-caps, strategies that target high-quality small-caps could prove beneficial.

Avoid Small-Cap Disparities With Active Management

While many investors seem fixated on the mega cap equities, one would be remiss to ignore the immense potential of SMID caps. There are more than a few reasons why SMID caps currently offer an attractive investment option.

Navigate the SMID Cap Space With Active ETFs

The Russell 2000 recent all-time high is proving that big things can come in small packages this holiday season. Given the index's recent run, it's an ideal time to get active exposure to funds like the Neuberger Berman Small-Mid Cap ETF (NBSM).

Get Active Small Cap Exposure as Russell 2000 Hits New High

Neuberger Berman Short Duration Income ETF

The impending regime change in January brings with it a number of policy and regulatory shifts likely to carry lasting impacts for markets. Joseph Amato, President and CIO- Equities at Neuberger Berman discussed the nuanced market outlook heading into 2025 in a recent CIO Weekly Perspectives post.

The Case for Active Investing in 2025

In the wake of the U.S. presidential election results, markets rallied, hitting new highs as investor  sentiment shifted to risk-on. It's an approach likely to last through the end of the year, benefiting a number of key asset classes.

Is the Market's Risk-on Sentiment Sustainable In 2025?

The valuation gap between large-cap stocks and small-cap stocks alongside growing small-cap tailwinds leave the asset class favorably positioned looking ahead. Investors seeking to reallocate to small-caps to capture potential outsized returns would do well to consider the Neuberger Berman Small-Mid Cap ETF (NBSM).

Reallocate 1% of Your Large-Cap Exposure to Boost Returns 20%

Investors looking to the potential of small- and midcap (SMID) performance in a declining rate environment would do well to consider the Neuberger Berman Small-Mid Cap ETF (NBSM). The actively managed fund offers diversified exposure when compared to the Russell 2500 Index benchmark.

Diversify Your SMID Exposure With Actively-Managed NBSM

NBSM is a relatively new active small/mid-cap blend fund with a 0.74% expense ratio and $199 million in assets under management. I don't always mind high-fee funds with this size segment, and I appreciate the advisor's quality screens, which were made apparent after evaluating NBSM's numerous quality features. NBSM's 1.04 five-year beta is also one of the lowest in its category, but its 25.52x forward P/E is difficult to justify for the mediocre sales and earnings growth offered.

NBSM: Can This Active SMID-Cap ETF Justify Its 25.52x Forward P/E?

SMIDcaps outperformed large-cap growth equities during the third quarter.  Investors rotated into industries with more interest-rate risk during the third quarter in anticipation of rate cuts from the Fed.

SMIDcaps Outperform in Q3; Add Exposure With NBSM

Lower interest rates may set the stage for the outperformance of SMIDcap ETFs. The Federal Reserve cut interest rates on Wednesday, reducing the target range for the federal funds rate by one half percentage point.

Lower Rates Could Set Stage for SMIDcap Outperformance

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The small-midcap (SMIDcap) asset class could be a compelling opportunity in the near future.  SMIDcap ETFs are often underrepresented in portfolios.

The Investor's Guide to the SMIDcap Asset Class

On the lookout for a new ETF to ride rate cuts arriving as soon as next month? It may be worth going for a small-mid cap ETF with an active view.

This Active SMIDcap ETF Could Ride Rate Cuts

On Thursday, Neuberger Berman added to its ETF lineup with the launch of the Neuberger Berman Small-Mid Cap ETF (NYSE Arca: NBSM). NBSM has a net expense ratio of 0.87%, with fee waivers of 13 basis points.

News for Neuberger Berman Small-Mid Cap ETF ETF (NBSM)