Neuberger Berman AMT Sustainable Equity Fund

Fund details selection menu section

Fund details selection menu

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 6/30/22

Fund Inception

04-30-2007

First Available for Variable Annuity

04-30-2007

First Available for Variable Life

06-30-2011

Net Assets

$616.74 Million

Top 10 Portfolio Holdings % of Net Assets

Microsoft Corp.

5.5%

Alphabet, Inc. — Class A

5.2%

Cigna Corp. Common Stock Usd.01

4.9%

Texas Instruments

4.5%

Progressive Corp.

4.3%

Mastercard, Inc. — Class A

3.5%

Comcast Corp. — Class A

3.2%

Becton, Dickinson & Co.

3.2%

Compass Group PLC

3.1%

AmerisourceBergen Corp.

2.9%

Total % of Net Assets

40.3%

Sector Weightings % of Equities

IT Services

11.9%

Health Care Providers & Services

7.9%

Health Care Equipment & Supplies

7.8%

Software

7.2%

Interactive Media & Services

5.2%