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 12/31/16
Fund Inception 04-30-2007
First Available for Variable Annuity 04-30-2007
First Available for Variable Life 06-30-2011
Net Assets $407.26 Million
Top 10 Portfolio Holdings % of Net Assets
Texas Instruments 4.9%
Progressive Corp. 4.7%
Newell Brands, Inc. 3.7%
Becton, Dickinson & Co. 3.7%
W.W. Grainger, Inc. 3.6%
Unilever NV 3.5%
Noble Energy, Inc. 3.1%
AmerisourceBergen Corp. 3.1%
Intuit, Inc. 3.0%
Intercontinental Exchange, Inc. 3.0%
Total % of Net Assets 36.3%
Sector Weightings % of Equities
Health Care Equipment & Supplies 8.8%
Oil, Gas & Consumable Fuels 6.6%
Banks 5.4%
Internet Software & Services 5.2%
Semiconductors & Semiconductor Equipment 4.9%