Neuberger Berman AMT Sustainable 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 3/31/2025
Fund Inception
04-30-2007
First Available for Variable Annuity
04-30-2007
First Available for Variable Life
06-30-2011
Net Assets
$814.1 Million
Top 10 Portfolio Holdings % of Net Assets
Amazon.com, Inc.
9.1%
Microsoft Corp.
8.0%
Berkshire Hathaway, Inc.
7.4%
Alphabet, Inc.
6.9%
Interactive Brokers Group, Inc.
5.0%
Mastercard, Inc.
5.0%
GoDaddy, Inc.
4.1%
Progressive Corp.
3.8%
Cigna Group
3.7%
Fiserv, Inc.
3.5%
Total % of Net Assets
56.5%
Sector Weightings % of Equities
Financials
28.8%
Information Technology
26.1%
Consumer Discretionary
13.7%
Health Care
10.6%
Industrials
8.1%