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 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%