Morningstar

Neuberger Berman Commodity Stgy ETF NBCM

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

Morningstar’s Analysis NBCM

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

  • People Pillar

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

Neuberger Berman Commodity Stgy ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings NBCM

More NBCM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nb Cayman Commodity Fund I Ltd Mutual Fund

22.23 54.6 Mil
—

Ssc Government Mm Gvmxx

7.22 17.7 Mil
Cash and Equivalents

Wells Fargo Bank, National Association 6.15162%

2.32 5.7 Mil
Corporate

Morgan Stanley 6.15782%

2.18 5.4 Mil
Corporate

American Express Company 5.91537%

2.07 5.1 Mil
Corporate

Royal Bank of Canada 5.72996%

1.90 4.7 Mil
Corporate

Enterprise Products Operating LLC 3.75%

1.85 4.5 Mil
Corporate

Citigroup Inc. 6.45245%

1.83 4.5 Mil
Corporate

JPMorgan Chase & Co. 5.60153%

1.79 4.4 Mil
Corporate

Simon Property Group LP 3.5%

1.73 4.3 Mil
Corporate

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