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Large Cap Core Stock
Fund Overview
Adviser:Mason Street Advisors, LLC
Objective:Long-term growth of capital and income
Focus:Invests in the stocks of medium and large capitalization companies included in the S&P 500® Index and identified as strong candidates for significant long-term returns.
Asset Class:Large-Cap Stocks
Style:Blend
Fund Facts as of 09-30-2008
Fund Inception05-03-1994
First Available for Variable Annuity05-03-1994
First Available for Variable Life05-03-1994
  
Net Assets$407.5 Million
Top Ten Holdings (% of Net Assets)
Microsoft Corp.2.4%
Exxon Mobil Corp.2.3%
JPMorgan Chase & Co.2.1%
The Procter & Gamble Co.2.0%
AT&T, Inc.1.9%
Chevron Corp.1.8%
International Business Machines Corp.1.8%
Abbott Laboratories1.8%
Baxter International, Inc.1.7%
General Electric Co.1.7%
  
Total % of Net Assets19.5%
Sector Weightings (% of Equities)
Information Technology18.0%
Health Care15.7%
Financials13.0%
Energy12.7%
Consumer Staples12.3%

Investment Strategy

The Large Cap Core Stock Portfolio invests a majority of its net assets in equity securities of large capitalization companies that may include both "growth" and "value" stocks, and may represent high quality companies across all market sectors. The Portfolio seeks a dividend yield of at least 75% of the dividend yield of the S&P 500® Index. Because of the importance of current income and growth of income, dividends paying stocks are favored, but the Portfolio also may invest in non-dividend paying stocks.

In selecting investments, management looks for characteristics such as strong management teams, solid balance sheets, consistent earnings growth and leading market share in their industries. The Portfolio may be broadly diversified, potentially reflecting all sectors of the S&P 500® Index. Economic outlook determines the relative attractiveness of market sectors and sector weights may differ from those in the S& P 500® Index, reflecting the economic outlook.

For this purpose, large capitalization equity investments are those whose market capitalizations are above the largest stock in the bottom quartile of the S&P 500® Index. The market cap of companies in the Portfolio and the Index will change over time due to market forces and the periodic rebalancing of the Index. However, the Portfolio will not sell a stock just because the company has fallen to a market capitalization below that of the largest bottom quartile of the S&P 500® Index and, on occasion, may purchase small and medium capitalization companies with a market capitalization below that of the largest stock in the bottom quartile of that Index.

Portfolio Manager:

Mary R. Linehan is the Portfolio Manager for the Large Cap Core Stock Portfolio and a Director at Mason Street Advisors. She received a BS degree from the University of North Dakota-Grand Forks and an MBA degree from Marquette University. Ms. Linehan has 18 years of investment experience.

You should carefully consider the investment objectives, risks, expenses and charges of the investment company before you invest. Your Northwestern Mutual Investment Services Registered Representative can provide you with a contract and fund prospectus that will contain the information noted above, and other important information that you should read carefully before you invest or send money.