Key stats
About Neuberger Berman Next Generation Connected Consumer ETF
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Inception date
Apr 6, 2022
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Neuberger Berman Investment Advisers LLC
Distributor
Neuberger Berman BD LLC (Investment Management)
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 companys 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.
Classification
What's in the fund
Exposure type
Consumer Services
Technology Services
Retail Trade
Consumer Non-Durables
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.