Neuberger Berman Energy Transition & Infrastructure ETF

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Neuberger Berman Engy Trnstn & InfrasETF (NBET)
Type
Exchange-traded fund
Sustainability mandate
Military weapon grade: Fund is invested in military contractors above the threshold of 4%. Assigned a grade of F.
How we track weapon investments
F
$963,409
Military weapons
2
military weapon stocks found
6.65%
of assets flagged
Data as of 31 Oct 2024
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
2
holdings
$963,409
invested
6.65%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
2
holdings
$963,409
invested
6.65%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
0 direct stock holdings
Military weapon companies
2 holdings
2 holdings
  • 1.  Eaton Corp PLC
    Nuclear weapons
    $721,615
    4.98%
  • 2.  Jacobs Solutions Inc
    Nuclear weapons
    $241,794
    1.67%
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

Neuberger Berman Energy Transition & Infrastructure ETF earns an F grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on NBET at Morningstar.com
Current fund
NBET
Neuberger Berman Energy Transition & Infrastructure ETF
Family
Neuberger Berman
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 1-yr returns 
6.72% more in annualized returns
More invested in military weapons 
3.63% more invested
More invested in major military contractors 
3.63% more invested
More invested in manufacturers/servicers of nuclear weapons 
4.33% more invested
Less invested in manufacturers of controversial weapons 
0.82% less invested
Current fund
NBET
Neuberger Berman Energy Transition & Infrastructure ETF
Family
Neuberger Berman
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 1-yr returns 
6.72% more in annualized returns
More invested in military weapons 
3.63% more invested
More invested in major military contractors 
3.63% more invested
More invested in manufacturers/servicers of nuclear weapons 
4.33% more invested
Less invested in manufacturers of controversial weapons 
0.82% less invested
Current fund
NBET
Neuberger Berman Energy Transition & Infrastructure ETF
Family
Neuberger Berman
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 1-yr returns 
6.72% more in annualized returns
More invested in military weapons 
3.63% more invested
More invested in major military contractors 
3.63% more invested
More invested in manufacturers/servicers of nuclear weapons 
4.33% more invested
Less invested in manufacturers of controversial weapons 
0.82% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
NBET - Neuberger Berman Energy Transition & Infrastructure ETF
45%
/
/
/
6.65% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
3.02% 
Fund compared to benchmark
 
6.72%
/
/
/
3.63%  higher
Find more financial data on NBET at Morningstar.com
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