Neuberger Berman Energy Transition & Infrastructure ETF

Shareclass
Neuberger Berman Engy Trnstn & InfrasETF (NBET)
Type
Exchange-traded fund
Sustainability mandate
Gender equality score
Gender equality score

48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
13.4
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 942 out of 1,087 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
25/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
5/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
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. Enbridge Inc
    1.91% of assets
    $329,905 invested
  • 2. Sempra
    4.02% of assets
    $694,563 invested
  • 3. Exxon Mobil Corp
    2.68% of assets
    $462,521 invested
  • 4. Occidental Petroleum Corp
    2.68% of assets
    $463,212 invested
  • 5. CenterPoint Energy Inc
    3.96% of assets
    $683,780 invested
  • 6. DTE Energy Co
    1.8% of assets
    $311,180 invested
  • 7. ONEOK Inc
    2.08% of assets
    $358,749 invested
  • 8. Williams Companies Inc
    4.99% of assets
    $860,771 invested
  • 9. Air Products & Chemicals Inc
    1.9% of assets
    $327,309 invested
  • 10. Pembina Pipeline Corp
    1.76% of assets
    $303,739 invested
Bottom scoring holdings
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. Hess Midstream LP Class A
    1.96% of assets
    $339,091 invested
  • 2. Tourmaline Oil Corp
    2.71% of assets
    $466,994 invested
  • 3. Brookfield Renewable Corp Ordinary Shares - Class A (Sub Voting)
    2.75% of assets
    $473,757 invested
  • 4. Antero Midstream Corp
    3.33% of assets
    $574,920 invested
  • 5. Clearway Energy Inc Class C
    3.89% of assets
    $672,048 invested
  • 6. Cheniere Energy Inc
    6.53% of assets
    $1.13M invested
  • 7. Linde PLC
    1.73% of assets
    $298,722 invested
  • 8. NextEra Energy Inc
    3.12% of assets
    $538,260 invested
  • 9. Targa Resources Corp
    8.22% of assets
    $1.42M invested
  • 10. DT Midstream Inc Ordinary Shares
    3.68% of assets
    $635,128 invested
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Financial performance
Performance data provided byMorningstarFind 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
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 1-yr returns 
22% more  in annualized returns
Lower overall gender equality score 
7 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
NBET
Neuberger Berman Energy Transition & Infrastructure ETF
Family
Neuberger Berman
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 1-yr returns 
22% more  in annualized returns
Lower overall gender equality score 
7 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
NBET
Neuberger Berman Energy Transition & Infrastructure ETF
Family
Neuberger Berman
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 1-yr returns 
22% more  in annualized returns
Lower overall gender equality score 
7 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
NBET - Neuberger Berman Energy Transition & Infrastructure ETF
48%
/
/
/
48  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
26%
7.75%
11%
9.42%
55  / 100 points
Fund compared to benchmark
 
22%
/
/
/
7  / 100 points lower
Find more financial data on NBET at Morningstar.com
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