Fair Isaac

Eagle Materials

Kirby

Watsco

Valmont Industries

Ryan Specialty Group Holdings

RBC Bearings Inc

Aptargroup

Haemonetics

Neuberger Berman Small-Mid Cap ETF

NBSM is actively managed, focusing on capital appreciation through investments in small- and mid-cap companies aligned with the Russell 2000 and Midcap Index.

The valuation gap between large-cap stocks and small-cap stocks alongside growing small-cap tailwinds leave the asset class favorably positioned looking ahead. Investors seeking to reallocate to small-caps to capture potential outsized returns would do well to consider the Neuberger Berman Small-Mid Cap ETF (NBSM).

Reallocate 1% of Your Large-Cap Exposure to Boost Returns 20%

Investors looking to the potential of small- and midcap (SMID) performance in a declining rate environment would do well to consider the Neuberger Berman Small-Mid Cap ETF (NBSM). The actively managed fund offers diversified exposure when compared to the Russell 2500 Index benchmark.

Diversify Your SMID Exposure With Actively-Managed NBSM

NBSM is a relatively new active small/mid-cap blend fund with a 0.74% expense ratio and $199 million in assets under management. I don't always mind high-fee funds with this size segment, and I appreciate the advisor's quality screens, which were made apparent after evaluating NBSM's numerous quality features. NBSM's 1.04 five-year beta is also one of the lowest in its category, but its 25.52x forward P/E is difficult to justify for the mediocre sales and earnings growth offered.

NBSM: Can This Active SMID-Cap ETF Justify Its 25.52x Forward P/E?

SMIDcaps outperformed large-cap growth equities during the third quarter.  Investors rotated into industries with more interest-rate risk during the third quarter in anticipation of rate cuts from the Fed.

SMIDcaps Outperform in Q3; Add Exposure With NBSM

Lower interest rates may set the stage for the outperformance of SMIDcap ETFs. The Federal Reserve cut interest rates on Wednesday, reducing the target range for the federal funds rate by one half percentage point.

Lower Rates Could Set Stage for SMIDcap Outperformance

Fidelity Fundamental Small-Mid Cap ETF

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T.Rowe Price Small-Mid Cap ETF

The small-midcap (SMIDcap) asset class could be a compelling opportunity in the near future.  SMIDcap ETFs are often underrepresented in portfolios.

The Investor's Guide to the SMIDcap Asset Class

On the lookout for a new ETF to ride rate cuts arriving as soon as next month? It may be worth going for a small-mid cap ETF with an active view.

This Active SMIDcap ETF Could Ride Rate Cuts

On Thursday, Neuberger Berman added to its ETF lineup with the launch of the Neuberger Berman Small-Mid Cap ETF (NYSE Arca: NBSM). NBSM has a net expense ratio of 0.87%, with fee waivers of 13 basis points.

News for Neuberger Berman Small-Mid Cap ETF ETF (NBSM)