XXXXX | Growth ETF

*Prior to December 18th, 2025, the Fund included “Neuberger Berman” in place of “Neuberger” in its name.

Why Invest

Fundamentally driven large cap equity strategy with a dynamic approach to growth investing through a quality lens

 

Aims to invest in market-leading companies with strong balance sheets and pricing power, that we believe are poised to create durable shareholder value over time.

Experienced Leadership and Proven Track Record

Led by Charles Kantor, the portfolio management team has an average industry tenure of over 25 years, bringing deep expertise in successfully managing client assets with attractive historical risk-adjusted returns.

Strategic Investment Philosophy

The team employs a dynamic approach to growth investing through a quality lens, focusing on high-quality, moated businesses with strong cash flow and profitable earnings. They utilize an Economic Value Added (EVA) framework to identify companies the team believes are generating sustainable, value-creating growth.

Innovative and Disruptive Investments

Committed to finding companies that can disrupt the status quo and transform industries, the team seeks out businesses demonstrating meaningful innovation and strong execution, aiming to outperform over time.

Fund Facts

Performance

Returns & Distributions

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Net Asset Value is determined at the close of each business day, and represents the dollar value of one share of the Fund; it is calculated by taking the total assets of the fund, subtracting total liabilities, and dividing by the total number of shares outstanding. The NAV is not necessarily the same as the ETF's intraday trading value. ETF investors should not expect to buy or sell shares at NAV.

Premium/Discount: The amount the Fund’s closing price is trading above or below the reported NAV, expressed as a percentage of the NAV. When the Fund’s closing price is greater than the Fund’s NAV, it is said to be trading at a “premium” and the percentage is expressed as a positive number. When the Fund’s closing price is less than the Fund’s NAV, it is said to be trading at a “discount” and the percentage is expressed as a negative number.

30 Day Bid/Ask Spread: The median bid-ask spread (expressed as a percentage rounded to the nearest hundredth) is calculated by identifying the national best bid and national best offer ("NBBO") for each Fund as of the end of each 10 second interval during each trading day of the last 30 calendar days and dividing the difference between each such bid and offer by the midpoint of the NBBO. The median of those values is identified.

30-Day Average Volume (Shares): The average number of shares traded in a security across all U.S. exchanges over the last 30 calendar days. Because ETFs trade like stocks at current market prices, shareholders may pay more than a Fund’s NAV when purchasing fund shares and may receive less than a Fund’s NAV when selling Fund shares. The premium and discount information contained on this website represents past performance and cannot be used to predict future results.

Portfolio Management Team

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