Domestic Equity Fund

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Fund details selection menu

Fund Overview

Advisor

Mason Street Advisors, LLC

Subadvisor

Delaware Investments Fund Advisers

Objective/Focus:

Invests primarily in a core group of 30–40 U.S. equity securities believed to be undervalued relative to their intrinsic value. 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 9/30/2024

Fund Inception

07-31-2001

First Available for Variable Annuity

07-31-2001

First Available for Variable Life

07-31-2001

Net Assets

$1.1 Billion

Top 10 Portfolio Holdings % of Net Assets

DuPont de Nemours, Inc.

3.50%

Northrop Grumman Corp.

3.50%

Duke Energy Corp.

3.40%

Lowe's Companies, Inc.

3.40%

Oracle Corp.

3.40%

NIKE, Inc. - Class B

3.30%

Motorola Solutions, Inc.

3.30%

Truist Financial Corp.

3.20%

U.S. Bancorp

3.20%

The Travelers Cos., Inc.

3.20%

Total % of Net Assets

33.40%

Download Publicly Disclosed Holdings

Sector Weightings % of Equities

Information Technology

18.20%

Health Care

16.90%

Financials

15.60%

Industrials

12.90%

Consumer Discretionary

9.50%

Consumer Staples

7.50%

Energy

5.70%

Materials

3.50%

Utilities

3.40%

Real Estate

3.00%

Communication Services

2.60%

Short-Term Investments & Other Net Assets

1.20%