Large Cap Blend Fund

Fund details selection menu section

Fund details selection menu

Fund Overview

Advisor

Mason Street Advisors, LLC

Subadvisor

J.P. Morgan Investment Management, Inc.

Objective/Focus:

Invests primarily in a core group of 20–30 equity securities and American Depositary Receipts (ADRs). Seeks stocks of good businesses selling at value prices. The objective is to seek long-term growth of capital and income.

Asset Class:

Large-Cap Stocks

Style:

Value

Funds with a limited number of holdings may be more greatly affected by any single event or market development than funds that include more holdings.

Fund Facts as of 9/30/2025

Fund Inception

04-30-2007

First Available for Variable Annuity

04-30-2007

First Available for Variable Life

06-30-2011

Net Assets

$178.0 Million

Top 10 Portfolio Holdings % of Net Assets

NVIDIA Corp.

9.20%

Microsoft Corp.

8.80%

Apple, Inc.

7.40%

Amazon.com, Inc.

4.10%

Alphabet, Inc. - Class  A

4.00%

Meta Platforms, Inc. - Class A

3.50%

Wells Fargo & Co.

2.80%

Mastercard, Inc. - Class A

2.70%

Baker Hughes Co.

2.60%

Lowe's Companies, Inc.

2.50%

Total % of Net Assets

47.70%

Download Publicly Disclosed Holdings

Sector Weightings % of Equities

Information Technology

35.00%

Financials

15.90%

Consumer Discretionary

11.60%

Communication Services

9.70%

Health Care

8.20%

Industrials

7.50%

Utilities

3.30%

Consumer Staples

3.30%

Energy

2.60%

Materials

1.90%

Real Estate

0.60%

Short-Term Investments & Other Net Assets

0.40%