NBCENeuberger China Equity ETF

Grow my money12y track recordRanked #2,409 of 2,960 in this goal

Seeks long-term growth of capital.

By Neuberger Berman · Launched 2013

Annual Cost

0.75%

#3,765 of 5,562 · expensive

Fund Size

$18M

#4,408 of 5,562 · small

Return (1Y)Goal

+63.9%

Track Record

12 years

#1,095 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$16,544+65.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Strategy

Active selection

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 30.6% of fund✓ well diversified

Contemporary Amperex Technology Co Ltd

4.2%

China Merchants Bank Co Ltd

4.0%

Zhongji Innolight Co Ltd

3.3%

Sieyuan Electric Co Ltd

3.2%

State Street Global Advisors

3.0%

China Yangtze Power Co Ltd

3.0%

Guangzhou Tinci Materials Technology Co Ltd

2.7%

Cambricon Technologies Corp Ltd

2.4%

Luxshare Precision Industry Co Ltd

2.4%

Ping An Insurance Group Co of China Ltd

2.4%

Asset allocation

Stocks

94.8%

Cash

5.2%

By sector

Technology

33.7%

Industrials

17.7%

Financial Services

14.0%

Basic Materials

11.7%

Consumer Cyclical

6.8%

Consumer Defensive

4.3%

Healthcare

4.2%

Energy

3.7%

Other

4.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

19.9%Moderate

Year-on-year price swings

Max drawdown

-28.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in equity securities tied to China, including A-Shares, Hong Kong listings, and ADRs. Focuses on companies with solid balance sheets and potential for above-average earnings growth. Applies ESG screening to exclude companies with negative controversies and those in the bottom 20% based on ESG ratings. Engages in active trading and follows a disciplined selling strategy to manage portfolio value and performance.
Inception date: July 17, 2013
Fund family: Neuberger Berman