Morningstar

Neuberger Total Return Bond ETF NBTR

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

Morningstar’s Analysis NBTR

Will NBTR 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 NBTR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBTR 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 NBTR’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Neuberger Total Return Bond ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NBTR

More NBTR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

6.88 4M
Government

Us 10yr Note (Cbt)dec26 Xcbt 20261221

2.39 1M
Government

Us Long Bond(Cbt) Dec26 Xcbt 20261221

2.24 1M
Government

United States Treasury Bonds 2.75%

2.21 1M
Government

Us 5yr Note (Cbt) Dec26 Xcbt 20261231

2.01 1M
Government

United States Treasury Bonds 5.125%

0.94 584,438
Government

United States Treasury Bonds 4.625%

0.83 518,498
Government

Ssc Government Mm Gvmxx

0.83 513,991
Cash and Equivalents

United States Treasury Notes 4.625%

0.82 509,064
Government

CANYON CLO 2022-1 LTD 5.22249%

0.80 499,657
Securitized

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