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 12/31/2022
Fund Inception
04-30-2007
First Available for Variable Annuity
04-30-2007
First Available for Variable Life
06-30-2011
Net Assets
$631.57 Million
Top 10 Portfolio Holdings % of Net Assets
Microsoft Corp.
6.4%
Cigna Corp.
6.0%
Amazon.com, Inc.
5.2%
Alphabet, Inc. - Class A
5.0%
Berkshire Hathaway, Inc. - Class B
4.4%
Texas Instruments, Inc.
4.2%
Progressive Corp.
4.2%
MasterCard, Inc. - Class A
3.8%
Compass Group PLC
3.4%
AmerisourceBergen Corp.
3.4%
Total % of Net Assets
46%
Sector Weightings % of Equities
IT Services
10.3%
Health Care Providers & Services
9.4%
Software
8.1%
Diversified Financial Services
5.6%
Internet & Direct Marketing Retail
5.2%