Neuberger Berman AMT Sustainable Equity fund

Fund details selection menu section

Fund details selection menu

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%