Northwestern Mutual

Neuberger Berman AMT Socially Responsive Fund

Fund Overview
Adviser: Neuberger Berman Management, LLC
Subadviser: Neuberger Berman, 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 12/31/15
Fund Inception 04-30-2007
First Available for Variable Annuity 04-30-2007
First Available for Variable Life 06-30-2011
Net Assets $382.60 Million
Top 10 Portfolio Holdings % of Net Assets
Progressive Corp.
Texas Instruments
Newell Rubbermaid 4.9%
American Express Co. 4.6%
Danaher Corp. 4.3%
Eversource Energy, Inc. 4.3%
Intuit, Inc. 4.1%
Becton, Dickinson & Co. 3.7%
Unilever NV 3.6%
Schlumberger, Ltd. 3.5%
Total % of Net Assets 43.0%
Sector Weightings % of Equities
Health Care Equipment & Supplies
IT Services
Industrial Conglomerates
Insurance 5.0%