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NBETNeuberger Energy Transition & Infrastructure ETF

Grow my money4y track recordRanked #2,088 of 2,998 in this goal

Seeks total return through growth and income.

By Neuberger Berman · Launched 2022

Annual Cost

0.65%

#3,433 of 5,861 · average

Fund Size

$45M

#3,748 of 5,861 · mid-size

Return (1Y)Goal

+26.9%

Track Record

4 years

#2,599 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,629+26.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Sector

Energy

Focus

Real Assets

What it actually holds

By weight

Concentration

Top 10 holdings = 56.8% of fundmoderately concentrated

Targa Resources Corp
9.1%
Enterprise Products Partners LP
7.6%
Energy Transfer LP
7.5%
DT Midstream Inc
6.0%
Cheniere Energy Inc
6.0%
Williams Cos Inc/The
5.4%
Clearway Energy Inc
4.0%
Western Midstream Partners LP
4.0%
Antero Midstream Corp
3.8%
Antero Resources Corp
3.6%

Asset allocation

Stocks
99.3%
Cash
0.6%

By sector

Energy
88.8%
Utilities
8.6%
Industrials
2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.9%Moderate

Year-on-year price swings

Max drawdown
-18.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.85Decent risk-adjusted returns
Sortino (3Y)
1.16Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return through growth and income.
Strategy
Invests primarily in equity securities of energy transition and infrastructure companies, focusing on those involved in energy infrastructure assets like pipelines and renewable energy. The Fund targets companies of any market capitalization and may invest in both U.S. and foreign companies.
Inception date
April 6, 2022
Fund family
Neuberger Berman

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Data updated on 2026-08-04