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 6/30/2025

Fund Inception

04-30-2007

First Available for Variable Annuity

04-30-2007

First Available for Variable Life

06-30-2011

Net Assets

$172.4 Million

Top 10 Portfolio Holdings % of Net Assets

Microsoft Corp.

9.10%

NVIDIA Corp.

6.80%

Apple, Inc.

5.80%

Amazon.com, Inc.

4.70%

Meta Platforms, Inc. - Class A

4.00%

Wells Fargo & Co.

3.30%

Broadcom, Inc.

3.00%

Mastercard, Inc. - Class A

2.70%

American Express Co.

2.50%

Alphabet, Inc. - Class A

2.50%

Total % of Net Assets

44.40%

Download Publicly Disclosed Holdings

Sector Weightings % of Equities

Information Technology

31.40%

Financials

15.60%

Consumer Discretionary

12.10%

Industrials

10.60%

Communication Services

8.00%

Health Care

7.80%

Energy

4.20%

Utilities

3.60%

Consumer Staples

3.20%

Materials

1.80%

Short-Term Investments & Other Net Assets

1.10%

Real Estate

0.60%