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 12/31/2024
Fund Inception
04-30-2007
First Available for Variable Annuity
04-30-2007
First Available for Variable Life
06-30-2011
Net Assets
$852.5 Million
Top 10 Portfolio Holdings % of Net Assets
Amazon.com, Inc.
10.0%
Microsoft Corp.
8.6%
Alphabet, Inc.
8.0%
Berkshire Hathaway, Inc.
5.9%
Mastercard, Inc.
4.8%
Interactive Brokers Group, Inc.
4.6%
GoDaddy, Inc.
4.3%
Progressive Corp.
3.4%
Apple, Inc.
3.1%
Fiserv, Inc.
3.1%
Total % of Net Assets
55.8%
Sector Weightings % of Equities
Information Technology
26.3%
Financials
26.0%
Consumer Discretionary
14.5%
Health Care
9.6%
Industrials
8.8%