Intelligent Life VUL-Dimensional-VA US Large Value Benchmark Report

This document is a benchmark report for the Intelligent Life VUL-Dimensional-VA US Large Value investment. It outlines the investment strategy, which focuses on long-term capital appreciation by purchasing a diverse range of large U.S. value stocks. The report provides detailed information on the fund's inception dates, expense ratios, and management team, including the advisor and portfolio managers. It includes a volatility analysis indicating a moderate range of price fluctuations compared to other investments. The report also presents Morningstar proprietary statistics, including ratings, fund rank percentiles, and portfolio analysis as of November 30, 2025. The composition of the portfolio is heavily weighted towards U.S. stocks, with a minor allocation to non-U.S. stocks and no bonds. Additionally, it details the top holdings and sector allocations, providing insights into the fund's investment approach and performance metrics. Overall, the report serves as a comprehensive resource for understanding the fund's positioning and strategy.