Neuberger Berman AMT Quality Equity fund
Fund details selection menu section
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 environmental, social, and governance (ESG) criteria may underperform similar funds that do not have such policies.
Fund Facts as of 6/30/2026
Fund Inception
04-30-2007
First Available for Variable Annuity
04-30-2007
First Available for Variable Life
06-30-2011
Net Assets
$977.8 Million
Top 10 Portfolio Holdings % of Net Assets
Alphabet, Inc.
12.4%
Amazon.com, Inc.
9.5%
Applied Materials, Inc.
9.1%
SpaceX
7.6%
Berkshire Hathaway Inc.
6.0%
Interactive Brokers Group, Inc.
5.3%
NVIDIA Corp.
4.3%
Microsoft Corp.
3.6%
Apple, Inc.
3.2%
Arista Networks Inc.
2.7%
Total % of Net Assets
63.7%
Sector Weightings % of Equities
Information Technology
29.6%
Communication Services
20.0%
Financials
17.9%
Consumer Discretionary
13.1%
Healthcare
9.2%