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 3/31/2024
Fund Inception
04-30-2007
First Available for Variable Annuity
04-30-2007
First Available for Variable Life
06-30-2011
Net Assets
$822.4 Million
Top 10 Portfolio Holdings % of Net Assets
Microsoft Corp.
9.2%
Amazon.com, Inc.
8.5%
Alphabet, Inc. - Class A
6.6%
Mastercard, Inc. - Class A
4.7%
Berkshire Hathaway, Inc. - Class B
4.6%
Cigna Group
4.4%
GoDaddy, Inc. - Class A
3.6%
Cencora, Inc.
3.3%
Progressive Corp.
3.3%
Interactive Brokers Group, Inc. - Class A
3.1%
Total % of Net Assets
51.3%
Sector Weightings % of Equities
Information Technology
25.7%
Financials
23.2%
Health Care
13.9%
Consumer Discretionary
12.4%
Industrials
10.2%