Neuberger Berman AMT Quality Equity fund
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Fund Overview
Advisor
Neuberger Berman Investment Advisers, LLC
Objective/Focus:
Invests mainly in common stocks of mid- to large-capitalization companies. Seeks to reduce risk by investing across many different industries. The objective is long-term growth of capital by investing primarily in securities of companies that meet the portfolio's quality oriented financial and ESG criteria.
Asset Class:
Large-Cap Stocks
Style:
Blend
Mutual funds that follow social policies may underperform similar funds that do not have such policies.
Fund Facts as of 9/30/2025
Fund Inception
04-30-2007
First Available for Variable Annuity
04-30-2007
First Available for Variable Life
06-30-2011
Net Assets
$887.6 Million
Top 10 Portfolio Holdings % of Net Assets
Microsoft Corp.
10.1%
Alphabet, Inc.
9.9%
Amazon.com, Inc.
9.6%
Interactive Brokers Group, Inc.
6.8%
Berkshire Hathaway, Inc.
6.7%
Mastercard, Inc.
3.9%
Kyndryl Holdings, Inc.
3.7%
Applied Materials, Inc.
3.3%
Apple, Inc.
3.1%
Arista Networks, Inc.
2.9%
Total % of Net Assets
60%
Sector Weightings % of Equities
Information Technology
29.2%
Financials
26.2%
Consumer Discretionary
14.1%
Communications Services
9.9%
Industrials
8.8%