NBCRNeuberger Core Equity ETF
Seeks long-term growth of capital.
By Neuberger Berman · Launched 2024
Annual Cost
0.29%
#1,333 of 6,040 · low cost
Fund Size
$852M
#1,279 of 6,040 · large
Return (1Y)
+11.4%
Track Record
2 years
#3,643 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,169+11.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 36.2% of funddiversified
NVIDIA Corp
7.1%
Apple Inc
6.4%
Microsoft Corp
4.9%
Alphabet Inc
4.0%
Amazon.com Inc
3.3%
Alphabet Inc
2.5%
Meta Platforms Inc
2.4%
Broadcom Inc
2.3%
Tesla Inc
1.7%
Aon PLC
1.6%
Asset allocation
Stocks
99.8%
Cash
0.1%
By sector
Technology
35.2%
Financial Services
14.0%
Consumer Cyclical
10.3%
Communication
9.8%
Healthcare
9.5%
Industrials
8.5%
Consumer Defensive
3.8%
Energy
3.6%
Other
5.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.2%Moderate
Year-on-year price swings
Max drawdown
-18.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Invests primarily in equity securities of large-capitalization companies, aiming for sector neutrality compared to the Russell 1000 Index. Utilizes a fundamental, research-driven approach to select attractive investments in U.S. common stocks and other equity securities.
- Inception date
- July 31, 2024
- Fund family
- Neuberger Berman
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Data updated on 2026-09-18