Neuberger Berman AMT Sustainable Equity fund
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Fund Overview
Advisor
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 portfolio's quality oriented financial and ESG criteria.
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 6/30/2025
Fund Inception
04-30-2007
First Available for Variable Annuity
04-30-2007
First Available for Variable Life
06-30-2011
Net Assets
$874.4 Million
Top 10 Portfolio Holdings % of Net Assets
Microsoft Corp.
9.8%
Amazon.com, Inc.
9.8%
Alphabet, Inc.
7.3%
Berkshire Hathaway, Inc.
6.2%
Interactive Brokers Group, Inc.
6.1%
Mastercard, Inc.
4.6%
GoDaddy, Inc.
3.8%
Kyndryl Holdings, Inc.
3.8%
Cigna Group
3.2%
Cencora, Inc.
3.2%
Total % of Net Assets
57.8%
Sector Weightings % of Equities
Information Technology
29.1%
Financials
26.9%
Consumer Discretionary
14.1%
Health Care
9.3%
Industrials
7.8%