Northwestern Mutual

Neuberger Berman AMT Socially Responsive Fund

Fund Overview
Adviser: 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 fund’s financial criteria and social policy.
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 6/30/16
Fund Inception 04-30-2007
First Available for Variable Annuity 04-30-2007
First Available for Variable Life 06-30-2011
Net Assets $382.64 Million
Top 10 Portfolio Holdings % of Net Assets
Texas Instruments 4.9%
Newell Rubbermaid 4.8%
Progressive Corp. 4.7%
Danaher Corp. 4.7%
Becton, Dickinson & Co. 4.2%
Unilever NV 4.2%
Schlumberger, Ltd. 4.1%
W.W. Grainger 3.8%
Intuit, Inc. 3.7%
Eversource Energy, Inc. 3.2%
Total % of Net Assets 42.3%
Sector Weightings % of Equities
Health Care Equipment & Supplies 10.0%
Industrial Conglomerates 7.1%
Internet Software & Services 5.0%
Trading Companies & Distributors 4.9%
Semiconductors & Semiconductor Equipment 4.9%