NBTR

Neuberger Berman Total Return Bond ETF

$50.96

+0.00%

Market closed. Last update: 11:56 AM ET

📎 Investment Objective

The Neuberger Berman Total Return Bond ETF seeks to provide a high level of current income consistent with capital preservation.

Overview

ETF tracking Neuberger Berman Total Return Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2024-12-18

Market Cap $52.2M

Average Volume N/A

Dividend Yield 4.37%

52-Week Range $49.12 - $51.63

VWAP $50.96

Performance

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Investment Summary

📎 Investment Objective

The Neuberger Berman Total Return Bond ETF seeks to provide a high level of current income consistent with capital preservation.

🎯 Investment Strategy

The ETF invests primarily in a diversified portfolio of fixed-income securities, including U.S. government bonds, corporate bonds, and mortgage-backed securities. The fund's portfolio is actively managed to maintain an average duration that is similar to the Bloomberg U.S. Aggregate Bond Index.

✨ Key Features

Broad exposure to the U.S. investment-grade fixed income market
Active management approach to navigate changing market conditions
Emphasis on generating current income while preserving capital
Low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The value of the fund's holdings may decline when interest rates rise
Credit risk: The fund is exposed to the risk of default by the issuers of the bonds it holds
Liquidity risk: Some fixed-income securities may be difficult to sell, especially during times of market stress
Reinvestment risk: When interest rates fall, the fund may have to reinvest coupon payments or proceeds from sales of securities at lower rates

👤 Best For

This ETF may be suitable for investors seeking a diversified fixed-income investment that provides a steady stream of current income and aims to preserve capital over the long term. It may be appropriate as a core holding in a balanced portfolio or as a complement to other bond investments.