Large Cap Blend Fund

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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 12/31/2025

Fund Inception

04-30-2007

First Available for Variable Annuity

04-30-2007

First Available for Variable Life

06-30-2011

Net Assets

$169.5 Million

Top 10 Portfolio Holdings % of Net Assets

NVIDIA Corp.

8.60%

Microsoft Corp.

7.60%

Apple, Inc.

7.60%

Alphabet, Inc. - Class A

5.00%

Amazon.com, Inc.

4.40%

Meta Platforms, Inc. - Class A

3.40%

Broadcom, Inc.

3.30%

Wells Fargo & Co.

3.10%

Mastercard, Inc. - Class A

2.70%

American Express Co.

2.50%

Total % of Net Assets

48.20%

Download Publicly Disclosed Holdings

Sector Weightings % of Equities

Information Technology

34.40%

Financials

16.20%

Consumer Discretionary

11.80%

Communication Services

10.50%

Health Care

8.80%

Industrials

7.40%

Utilities

3.40%

Consumer Staples

2.90%

Energy

2.00%

Materials

1.50%

Real Estate

0.70%

Short-Term Investments & Other Net Assets

0.40%