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 12/31/2025
Fund Inception
04-30-2007
First Available for Variable Annuity
04-30-2007
First Available for Variable Life
06-30-2011
Net Assets
$894.6 Million
Top 10 Portfolio Holdings % of Net Assets
Alphabet, Inc.
12.7%
Amazon.com, Inc.
10.0%
Microsoft Corp.
9.4%
Berkshire Hathaway, Inc.
6.6%
Interactive Brokers Group, Inc.
6.1%
Applied Materials, Inc.
3.9%
Mastercard, Inc.
3.8%
SpaceX
3.7%
Apple, Inc.
3.2%
Kyndryl Holdings, Inc.
3.2%
Total % of Net Assets
62.6%
Sector Weightings % of Equities
Information Technology
28.1%
Financials
23.7%
Consumer Discretionary
14.0%
Communication Services
12.7%
Industrials
10.1%