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 9/30/2024

Fund Inception

05-01-2003

First Available for Variable Annuity

05-01-2003

First Available for Variable Life

05-01-2003

Net Assets

$659.2 Million

Top 10 Portfolio Holdings % of Net Assets

Zimmer Biomet Holdings, Inc.

3.00%

Conagra Brands, Inc.

2.10%

Henry Schein, Inc.

2.10%

Northern Trust Corp.

2.00%

Enterprise Products Partners LP

1.90%

The Bank of New York Mellon Corp.

1.80%

Emerson Electric Co.

1.80%

The Allstate Corp.

1.80%

Northwestern Energy Group, Inc.

1.80%

Edison International

1.70%

Total % of Net Assets

20.00%

Download Publicly Disclosed Holdings

Sector Weightings % of Equities

Financials

16.70%

Health Care

16.10%

Industrials

15.50%

Utilities

12.10%

Consumer Staples

11.30%

Real Estate

7.70%

Information Technology

5.80%

Energy

5.60%

Consumer Discretionary

3.40%

Materials

3.00%

Short-Term Investments & Other Net Assets

1.50%

Communication Services

1.30%