PJFM vs. NBSM ETF Comparison
Comparison of PGIM Jennison Focused Mid-Cap ETF (PJFM) to Neuberger Berman Small-Mid Cap ETF (NBSM)
PJFM
PGIM Jennison Focused Mid-Cap ETF
PJFM Description
Under normal circumstances, the fund invests at least 80% of the fund's investable assets in equity and equity-related securities of medium-sized companies. The subadviser uses a combination of fundamental research and systematic portfolio construction. The fund's managers consider medium-sized companies to be those with market capitalizations that are within the market capitalization range of the Russell Midcap Index.
Grade (RS Rating)
Last Trade
$51.04
Average Daily Volume
234
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
NBSM
Neuberger Berman Small-Mid Cap ETF
NBSM Description
NBSM focuses on capital growth primarily through investments in small- and mid-cap firms. The fund seeks out undervalued companies with strong market positions and financial health, mainly in domestic markets with a minor proportion in foreign securities. Utilizing a bottom-up analysis, the fund manager identifies organizations they believe are valued below their intrinsic worth. Key considerations include historical returns, market niche, barriers to entry, and self-financing capabilities, emphasizing companies with established business operations over speculative growth prospects. NBSM aims to capitalize on market inefficiencies and manage risks through diversification and fundamental analysis. Furthermore, the manager also takes into account ESG factors into their decision making whenever applicable, aiming for a more comprehensive evaluation of potential investments. The fund may sell a security if it underperforms, reaches a set price or when better investment opportunities arise.Grade (RS Rating)
Last Trade
$25.57
Average Daily Volume
25,831
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | PJFM | NBSM |
---|---|---|
30 Days | -3.44% | -0.15% |
60 Days | -3.90% | |
90 Days | 1.57% | |
12 Months |
1 Overlapping Holdings
Symbol | Grade | Weight in PJFM | Weight in NBSM | Overlap | |
---|---|---|---|---|---|
KEX | B | 3.24% | 3.08% | 3.08% |
PJFM: Top Represented Industries & Keywords
Industries:
Banks - Global
Communication Equipment
Discount Stores
Food Distribution
Health Care Plans
Insurance - Property & Casualty
Oil & Gas Midstream
Shipping & Ports
Software - Infrastructure
Keywords:
S&P 500
Barge
Petroleum Products
Refined Petroleum Products
Transportation Service
Actuarial Science
Agricultural Chemicals
Apparel Products
Avionics
Baby Products
Bank
Banking
Beazley Group
Boat
Bulk Cargo
Business Loans
Business Process Outsourcing
Card Processing
Cash Advance
Check Services
NBSM: Top Represented Industries & Keywords
Industries:
Building Materials
Diagnostics & Research
Diversified Industrials
Electronics Distribution
Medical Care
Oil & Gas Equipment & Services
Semiconductors
Shipping & Ports
Software - Infrastructure
Tools & Accessories
Keywords:
Barge
Boat
Bulk Cargo
Construction
Account Management
Adhesives
Aerospace
Aerospace Components
Aerospace Market
Agricultural Chemicals
Air Conditioning
Analytical Solutions
Applied Sciences
Bearings
Biology
Biomarkers
Biotechnology
Building Materials
Business Process Management
Card Processing