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NBGXNeuberger Growth ETF

Get income1y track recordRanked #1,334 of 1,706 in this goal

Seeks long-term growth of capital.

By Neuberger Berman · Launched 2024

Annual Cost

0.44%

#2,199 of 6,040 · average

Fund Size

$15M

#4,744 of 6,040 · small

Return (1Y)

+6.8%

Track Record

1 year

#3,952 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,677+6.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Focus

ESG

Holdings

By weight

Concentration

Top 10 holdings = 56.7% of fundmoderately concentrated

NVIDIA Corp
10.2%
Alphabet Inc
8.1%
Microsoft Corp
7.6%
Apple Inc
6.9%
Amazon.com Inc
6.3%
Meta Platforms Inc
4.6%
Broadcom Inc
3.9%
Netflix Inc
3.1%
Eli Lilly & Co
3.0%
Visa Inc
2.9%

Asset allocation

Stocks
97.5%
Cash
2.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.5%Moderate

Year-on-year price swings

Max drawdown
-21.5%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
Normally invests primarily in equity securities of large-capitalization companies, analyzing factors like sales growth and earnings visibility. The Fund may also invest in foreign stocks and use covered call options to enhance returns.
Inception date
December 18, 2024
Fund family
Neuberger Berman

Next steps

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Data updated on 2026-09-18