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NBFCNeuberger Flexible Credit Income ETF

Get income2y track recordRanked #1,094 of 1,706 in this goal

Seeks high current income with a secondary objective of long-term capital appreciation.

By Neuberger Berman · Launched 2024

Annual Cost

0.40%

#2,089 of 6,040 · average

Fund Size

$76M

#3,341 of 6,040 · mid-size

Return (1Y)

+3.8%

Track Record

2 years

#3,560 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,393+3.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Option income

Holdings

By weight

Concentration

Top 10 holdings = 13.3% of funddiversified

State Street Global Advisors
2.5%
Ballyrock Ltd
1.9%
Symphony CLO Ltd
1.9%
AGL CLO Ltd.
1.8%
Bausch & Lomb Corporation
1.1%
Arini US CLO Limited
1.0%
CHARLES SCHWAB CORP
0.8%
Heritage Power LLC
0.8%
Wellington Management CLO
0.8%
RESILIENCE PARENT LLC
0.8%

Asset allocation

Bonds
97.6%
Cash
1.7%
Preferred
0.7%
Convertible
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.3%Low

Year-on-year price swings

Max drawdown
-4.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

6.9 years

Avg maturity

10.3 years

Credit ratings

US Government
17.3%
AAA
1.0%
AA
0.1%
A
1.2%
BBB
13.6%
BB
42.0%
B
32.1%
Below B
7.6%
Other
2.5%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks high current income with a secondary objective of long-term capital appreciation.
Strategy
Invests at least 80% of net assets in credit instruments, including corporate and sovereign bonds, securitized instruments, and loans, to achieve high current income and long-term capital appreciation. The Fund may invest in securities across the credit spectrum, including investment grade and below investment grade securities, and may hold cash and short-term securities.
Inception date
June 24, 2024
Fund family
Neuberger Berman

Next steps

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Data updated on 2026-09-18