Morningstar

Neuberger Short Duration Income ETF NBSD

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Investment Hub

Morningstar’s Analysis NBSD

Will NBSD outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBSD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBSD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NBSD’s parent organization’s priorities and whether they’re in line with investors’ interests.

A higher-income option with more risk.

Associate Analyst Rafael Ramirez

Rafael Ramirez

Associate Analyst

Summary

Neuberger Short Duration Income ETF uses a flexible asset-allocation model that seeks attractive income opportunities but delivers more volatility than its average peer in the short-term bond Morningstar Category.

by Rafael Ramirez
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NBSD

More NBSD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

41.53 985M
Government

Ssc Government Mm Gvmxx

6.99 166M
Cash and Equivalents

United States Treasury Notes 3.375%

1.33 32M
Government

JPMorgan Chase & Co. 4.915%

0.69 16M
Corporate

Morgan Stanley 4.868%

0.68 16M
Corporate

United States Treasury Notes 3.5%

0.65 15M
Government

Federal National Mortgage Association 5.08787%

0.57 13M
Securitized

CVS Health Corp 4.3%

0.52 12M
Corporate

NVIDIA Corp. 4.35%

0.52 12M
Corporate

Boeing Co. 6.298%

0.47 11M
Corporate

Sponsor Center