Mid Cap Value Fund

Fund details selection menu section

Fund details selection menu

Fund Overview

Advisor

Mason Street Advisors, LLC

Subadvisor

American Century Investment Management, Inc.

Objective/Focus:

Invests primarily in common stocks of medium sized companies that are determined through quantitative and fundamental research to be undervalued.

Asset Class:

Mid-Cap Stocks

Style:

Value

Fund Facts as of 9/30/2025

Fund Inception

05-01-2003

First Available for Variable Annuity

05-01-2003

First Available for Variable Life

05-01-2003

Net Assets

$667.4 Million

Top 10 Portfolio Holdings % of Net Assets

Zimmer Biomet Holdings, Inc.

2.70%

Henry Schein, Inc.

1.90%

U.S. Bancorp

1.90%

Willis Towers Watson PLC

1.80%

Xcel Energy, Inc.

1.80%

CSX Corp.

1.70%

Enterprise Products Partners LP

1.70%

Truist Financial Corp.

1.60%

Commerce Bancshares, Inc.

1.60%

Evergy, Inc.

1.60%

Total % of Net Assets

18.30%

Download Publicly Disclosed Holdings

Sector Weightings % of Equities

Financials

16.70%

Industrials

15.90%

Health Care

15.20%

Consumer Staples

9.90%

Utilities

9.60%

Real Estate

7.90%

Information Technology

6.60%

Energy

5.70%

Materials

5.40%

Consumer Discretionary

4.10%

Short-Term Investments & Other Net Assets

1.70%

Communication Services

1.30%