Morningstar® Investment Profile™   Morningstar® Disclosure   Format for Print Neuberger Berman AMT Mid-Cap Growth S Release date as of 2024-10-31. Data on page is subject to change. Snapshot Ratings & Risk Portfolio Nuts & Bolts

Fees and Expenses Taken from prospectus dated 2024-05-01   Maximum Fees Administrative 0.30% Management 0.55% 12b-1 --- Actual Fees 12b-1 0.25% Management 0.84% Expense Ratio 1.10% (taken from annual report dated 2024-06-30) Total Annual Operating Expense 1.18%

Waiver Data Type Date % ExpenseRatio Contractual 2027-12-31 0.07

Management Inception Date: 2003-02-18

Mngr Name Trevor L. Moreno Mngr Start Date 2020-01-31 Biography Trevor Moreno, CFA, Managing Director, joined the firm in 2014. Trevor is a Co-Head of the Growth Equity Team and a Senior Co- Portfolio Manager on our Small Cap Growth and Mid Cap Growth strategies. In addition, he has Team research responsibility for the Information Technology and Communication Services sectors. Prior to joining the firm, he held assistant portfolio manager and analyst positions at Wells Capital Management and Strong Capital Management before that. Trevor began his career in 2000 at Parker Hannifin Corporation as a staff accountant and a financial analyst. He earned a BS in Accounting and Finance, as well as an MBA from the Kelley School of Business at Indiana University and has been awarded the Chartered Financial Analyst designation. Mngr Name Chad A. Bruso Mngr Start Date 2020-01-31 Biography Chad Bruso, CFA, Managing Director, joined Neuberger Berman in 2006. He is a Co-Head of the Growth Equity Team and a Senior Co-Portfolio Manager on our Small Cap Growth and Mid Cap Growth strategies. In addition, he has Team research responsibility for the Consumer Discretionary, Consumer Staples, Materials and Industrials sectors. Prior to joining the firm, he was a vice president and transportation analyst at Morgan Stanley. Chad began his career in 1998 as a senior consultant at Arthur Andersen. He earned a Bachelor of Finance from the University of Illinois at Urbana-Champaign and has been awarded the Chartered Financial Analyst designation. Mngr Name Jennifer Blachford Mngr Start Date 2021-12-20 Biography Jennifer Blachford, Senior Vice President, joined the firm in 2019. She is an Associate Portfolio Manager on the Growth Equity Team and a Co- Portfolio Manager on our Small Cap Growth and Mid Cap Growth strategies. In addition, she has Team research responsibility for the Health Care sector. Prior to joining, Jennifer served in a variety of senior roles including Portfolio Manager at Arcoda Capital Management. Jennifer began her career in 1998 as an analyst at Suffolk Capital Management. She earned an BA from Princeton University. Investment Advisor(s) Neuberger Berman Investment Advisers LLC Web Site www.nb.com Issuer Neuberger Berman Subadvisor(s) ---

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