Neuberger Berman AMT Quality 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 environmental, social, and governance (ESG) criteria may underperform similar funds that do not have such policies.
Fund Facts as of 9/30/2026
Fund Inception
04-30-2007
First Available for Variable Annuity
04-30-2007
First Available for Variable Life
06-30-2011
Net Assets
$930.4 Million
Top 10 Portfolio Holdings % of Net Assets
Alphabet, Inc.
11.3%
Amazon.com, Inc.
10.0%
Berkshire Hathaway, Inc.
7.0%
SpaceX
6.9%
Applied Materials, Inc.
6.2%
NVIDIA Corp.
5.2%
Microsoft Corp.
4.9%
Interactive Brokers Group, Inc.
4.8%
Apple, Inc.
3.8%
Arista Networks, Inc.
3.4%
Total % of Net Assets
63.5%
Sector Weightings % of Equities
Information Technology
30.7%
Communication Services
18.2%
Financials
17.7%
Consumer Discretionary
13.4%
Health Care
9.7%