Neuberger Berman Energy Transition & Infrastructure ETF

Shareclass
Neuberger Berman Engy Trnstn & InfrasETF (NBET)
Type
Exchange-traded fund
Sustainability mandate
Prison industrial complex grade: No holdings flagged by our prison industrial complex screen. Assigned a grade of A.
A
0
flagged holdings
0%
of assets flagged
Data as of 31 Oct 2024
This fund is clean for both of our prison industrial complex categories!
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
0 direct stock holdings
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
0 direct stock holdings
No companies with prison involvement found in Neuberger Berman Energy Transition & Infrastructure ETF $NBET
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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
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.3% less invested
Less invested in higher risk companies, border industry 
1.57% less invested
Less invested in higher risk companies 
1.57% less invested
Less invested in all screened prison industry companies 
14.81% less invested
Less invested in all screened border industry companies 
17.88% less invested
Less invested in all screened companies 
22.34% 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
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.3% less invested
Less invested in higher risk companies, border industry 
1.57% less invested
Less invested in higher risk companies 
1.57% less invested
Less invested in all screened prison industry companies 
14.81% less invested
Less invested in all screened border industry companies 
17.88% less invested
Less invested in all screened companies 
22.34% 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
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.3% less invested
Less invested in higher risk companies, border industry 
1.57% less invested
Less invested in higher risk companies 
1.57% less invested
Less invested in all screened prison industry companies 
14.81% less invested
Less invested in all screened border industry companies 
17.88% less invested
Less invested in all screened companies 
22.34% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
NBET - Neuberger Berman Energy Transition & Infrastructure ETF
45%
/
/
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
0% 
Fund compared to benchmark
 
6.72%
/
/
/
Same
Find more financial data on NBET at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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