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NBSMNeuberger Small-Mid Cap ETF

Grow my money#1502 of 2944 for Grow my money

Seeks growth of capital.

Neuberger Berman · Since 2024 (2 years)

Annual Cost

0.65%

#3117 out of 5,332 ETFs

Fund Size

$212M

#2083 out of 5,332 ETFs

Dividend Yield

0.40%

Track Record

2 years

#3592 out of 5,332 ETFs

Performance

1 Year

+15.1%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
smid

Asset allocation

Stocks
98.1%
Cash
1.9%

Sector breakdown

Industrials
32.6%
Technology
17.5%
Financial Services
16.6%
Healthcare
8.0%
Energy
7.1%
Utilities
6.4%
Consumer Cyclical
5.0%
Real Estate
2.8%
Other
4.0%

Top holdings

Kirby CorpKEX2.6%
Tidewater IncTDW2.5%
White Mountains Insurance Group LtdWTM2.4%
Valmont Industries IncVMI2.4%
CNX Resources CorpCNX2.2%
Brady Corp Class ABRC2.2%
Littelfuse IncLFUS2.2%
UGI CorpUGI2.2%
Arcosa IncACA2.2%
Community Financial System IncCBU2.0%

Risk profile

Volatility (1Y)

15.6%

Moderate

Max drawdown

-25.2%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05