NBCC

Neuberger Berman Next Generation Connected Consumer ETF
*Unless otherwise stated, data provided by FactSet.

NBCC Fund Description

NBCC actively selects global companies across multiple sectors, that are positioned to benefit from the growing economic power of the NextGen Consumers: Generations Y & Z.

NBCC Factset Analytics Insight

NBCC offers concentrated exposure to global “NextGen Consumer” companies, which the fund manager defines as companies that are well-positioned to benefit from the consumer trends and spending behavior of the digitally native generations, Y & Z. This includes companies that demonstrate significant growth potential from connectivity-based consumerism. The actively managed fund spans a broad range of industries globally and may invest in companies of any market capitalization. The selection universe is constructed using data analysis tools, such as machine learning and natural language processing. A fundamental, bottom-up analysis that evaluates each company’s relative value, industry position, growth potential, financials, and management is then used to narrow down this initial universe. In addition, certain ESG factors are considered as part of the selection process, but investors should note that the fund does not pursue an impact investment strategy.

PERFORMANCE [as of 06/23/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
NBCC -4.30% -- -- -- -- -- --
NBCC (NAV) -4.48% -- -- -- -- -- --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

NBCC Summary Data

04/06/22
Open-Ended Fund
0.55%
--
$5.21K
0.27%

NBCC Portfolio Data

$49.26B
-68.54
5.07
--
N/A
36

NBCC Index Data

No Underlying Index
Proprietary
Proprietary
N/A

NBCC Portfolio Management

0.55%
--
--
--

NBCC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

NBCC Fund Structure

Open-Ended Fund
No
--
-- / --
N/A
N/A
Low
Daily

NBCC Factset Analytics Block Liquidity

As of 06/24/22
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of NBCC. NBCC is rated a N/A out of 5.

NBCC Tradability

253
$5.21K
2
0
0.27%
$0.05
0.43%
0.78% / -2.39%
None
--
25,000
0.00
--
0.08%
0
$18.77
N/A

NBCC Sector/Industry Breakdown


NBCC
Segment Benchmark
25.18%
--
21.72%
--
18.59%
--
16.30%
--
4.93%
--
4.17%
--
3.53%
--
2.86%
--
2.71%
--

NBCC Countries


NBCC
Segment Benchmark
78.11%
--
7.35%
--
3.38%
--
3.28%
--
2.75%
--
2.13%
--
1.86%
--
1.13%
--

NBCC Regions


NBCC
Segment Benchmark
80.24%
--
12.40%
--
7.35%
--

NBCC Economic Development


NBCC
Segment Benchmark
100.00%
--

NBCC Performance Statistics

--
--
--
--
--
N/A

NBCC Benchmark Comparison Holdings

36
--
--
--

NBCC Benchmark Comparison Summary


NBCC
Segment Benchmark
36
--
$49.26B
--
-68.54
--
5.07
--
0.37%
--
Medium
--

NBCC Benchmark Comparison Market Cap Size


NBCC
Segment Benchmark
53.69%
--
26.81%
--
11.92%
--
7.58%
--

Options Strategies for Outcome Investing

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