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 6/30/2023

Fund Inception

04-30-2007

First Available for Variable Annuity

04-30-2007

First Available for Variable Life

06-30-2011

Net Assets

$710.31 Million

Top 10 Portfolio Holdings % of Net Assets

Microsoft Corp.

8.6%

Amazon.com, Inc.

7.2%

Alphabet, Inc. - Class A

6.4%

Berkshire Hathaway, Inc. - Class B

4.8%

The Cigna Group

4.5%

Mastercard, Inc. - Class A

4.4%

Compass Group PLC

3.9%

AmerisourceBergen Corp.

3.5%

Texas Instruments

3.5%

Progressive Corp.

3.4%

Total % of Net Assets

50.2%

Sector Weightings % of Equities

Financial Services

12.4%

Software

10.7%

Health Care Providers & Services

8.0%

Broadline Retail

7.2%

Interactive Media & Services

6.4%