Morningstar

Neuberger Berman China Equity ETF NBCE

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

Morningstar’s Analysis NBCE

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Neuberger Berman China Equity ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings NBCE

More NBCE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Yuan Renminbi Offshore

77.94 5.1 Mil
Cash and Equivalents

Kweichow Moutai Co Ltd Class A

4.96 322,709
Consumer Defensive

China Merchants Bank Co Ltd Class A

3.56 231,369
Financial Services

Contemporary Amperex Technology Co Ltd Class A

3.52 229,043
Industrials

BYD Co Ltd Class A

3.02 196,295
Consumer Cyclical

Shenzhen Inovance Technology Co Ltd Class A

2.88 187,425
Industrials

China Galaxy Securities Co Ltd

2.77 179,912
Financial Services

China Pacific Insurance (Group) Co Ltd Class A

2.69 175,072
Financial Services

Sungrow Power Supply Co Ltd Class A

2.60 169,233
Industrials

China Yangtze Power Co Ltd Class A

2.40 156,039
Utilities

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