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 3/31/16
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
Progressive Corp.
5.0%
Texas Instruments
4.9%
Newell Rubbermaid 4.5%
Eversource Energy 4.5%
Danaher Corp. 4.4%
Intuit, Inc. 4.1%
W.W. Grainger, Inc. 3.9%
Schlumberger, Ltd. 3.8%
Becton, Dickinson & Co. 3.8%
Unilever NV 3.7%
Total % of Net Assets 42.6%
Sector Weightings % of Equities
Health Care Equipment & Supplies
9.4%
Industrial Conglomerates
6.7%
Trading Companies & Distributors
5.4%
Insurance
5.0%
Semiconductors & Semiconductor Equipment 4.9%