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 12/31/14
Fund Inception 04-30-2007
First Available for Variable Annuity 04-30-2007
First Available for Variable Life 06-30-2011
Net Assets $382.43 Million
Top 10 Portfolio Holdings % of Net Assets
Newell Rubbermaid 5.2%
Texas Instruments 4.8%
American Express Co. 4.7%
Danaher Corp. 4.4%
Progressive Corp. 4.3%
Robert Half International 3.7%
U.S. Bancorp 3.6%
TJX Cos. 3.6%
eBay, Inc. 3.6%
Schlumberger, Ltd. 3.3%
Total % of Net Assets 41.2%
Sector Weightings % of Equities
Industrial Conglomerates 7.4%
Health Care Equipment & Supplies 5.6%
Food Products 5.5%
Trading Companies & Distributors 5.5%
Specialty Retail 5.4%