Neuberger Berman Energy Transition & Infrastructure ETF

Shareclass

Neuberger Berman Engy Trnstn & InfrasETF (NBET)

Type

Exchange-traded fund

Manager

Neuberger Berman

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

46.9

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,353 out of 2,546 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. National Grid PLC
1.25% of assets
$180,729 invested
2. Schneider Electric SE
3.79% of assets
$549,933 invested
3. Iberdrola SA
2.65% of assets
$384,355 invested
4. Exelon Corp
1% of assets
$144,786 invested
5. Prysmian SpA
1.04% of assets
$150,260 invested
6. Arcadis NV
1.71% of assets
$247,794 invested
7. Acciona SA
1.7% of assets
$245,938 invested
8. Sempra
1.64% of assets
$237,616 invested
9. Jacobs Solutions Inc
1.67% of assets
$241,794 invested
10. Sika AG
2.42% of assets
$351,317 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Waste Connections Inc
2.55% of assets
$369,912 invested
2. Chart Industries Inc
0.85% of assets
$123,762 invested
3. Itron Inc
3.2% of assets
$463,735 invested
4. Cheniere Energy Inc
3.55% of assets
$514,834 invested
5. Ormat Technologies Inc
1.65% of assets
$239,087 invested
6. Linde PLC
5.33% of assets
$772,589 invested
7. NextEra Energy Inc
3.85% of assets
$558,375 invested
8. Hubbell Inc
3.73% of assets
$541,302 invested
9. Quanta Services Inc
4.03% of assets
$583,371 invested
10. Vestas Wind Systems AS
2.44% of assets
$353,102 invested

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Financial performance

Performance data provided by

Find more financial data on NBET at Morningstar.com

Gender Equality and Returns

Returns chart for Neuberger Berman Energy Transition & Infrastructure ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

NBET

Neuberger Berman Energy Transition & Infrastructure ETF

Family

Neuberger Berman

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 1-yr returns

6.72% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

NBET

Neuberger Berman Energy Transition & Infrastructure ETF

Family

Neuberger Berman

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 1-yr returns

6.72% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

NBET

Neuberger Berman Energy Transition & Infrastructure ETF

Family

Neuberger Berman

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 1-yr returns

6.72% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
NBET - Neuberger Berman Energy Transition & Infrastructure ETF

45%

51 / 100 points

Benchmark

38%

9.05%

15%

13%

55 / 100 points

Fund compared to benchmark

6.72%

4 / 100 points lower

Find more financial data on NBET at Morningstar.com

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