Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
LVIP JPMorgan Core Bond Standard
Release date as of 2024-02-29. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2023-05-22  
Maximum Fees
Administrative ---
Management 0.40%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.40%
Expense Ratio 0.49%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.51%
Waiver Data
Type Date %
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  Management
Inception Date: 1997-05-01
Mngr Name Edward Fitzpatrick
Mngr Start Date 2023-05-31
Biography
Edward Fitpatrick III, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Ed is the Head of U.S. Rates Team, responsible for managing government bond portfolios for institutional clients as well as recommending U.S. rates & derivatives strategies across GFICC portfolios. Prior to joining the firm in 2013, Ed was the head of U.S. Short-Intermediate Fixed income and government specialist at Schroders Investment Management NA. Previously, he spent six years as a repo and FX trade at subsidiary of The Bank of New York. Ed holds B.S. degrees in finance and information technology from Boston College, an M.B.A. in finance from New York University and is a CFA charterholder.
Mngr Name Richard D. Figuly
Mngr Start Date 2016-03-30
Biography
Richard Figuly, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Rick is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional taxable bond portfolios. An employee since 1993, Rick previously served as a fixed income trader trading all taxable fixed income securities while specializing in structured products. Prior to joining the firm, Rick was a fiduciary tax accountant at the Bank One Ohio Trust Company. Rick is also a retired Major of the Ohio Army National Guard. He holds a B.S. in finance from The Ohio State University.
Mngr Name Andrew Melchiorre
Mngr Start Date 2023-05-31
Biography
Andy Melchiorre, Managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Andy is a portfolio manager on the Core Bond strategy and is responsible for managing institutional taxable bond portfolios and fund vehicles. Before joining the firm in 2012, he worked at Wells Capital Management in structured products, focused on trading and portfolio management. Prior to this, he worked as an analyst for Summit Investment Partners covering all structured products. Andy holds a B.S. in finance and real estate & urban analysis from The Ohio State University and is a CFA charterholder..
Mngr Name Justin Rucker
Mngr Start Date 2019-03-27
Biography
Executive Director of JPMorgan since 2013, Portfolio Manager of the JPMorgan core bond fund since 2019, Member of GFICC and a portfolio manager responsible for managing other JPMorgan institutional taxable bond portfolios since 2006. He began his investment career in 1999 and has a BS from the University of Dayton, and an MBA from Capital University.
Mngr Name Steven S. Lear
Mngr Start Date 2021-01-06
Biography
Mr. Lear is the U.S. Chief Investment Officer within the GFICC group. An employee since 2008. Mr. Lear is responsible for overseeing fixed income investment strategies in the U.S., including core plus, insurance, liability-driven investing and stable value.
Investment Advisor(s)
Lincoln Financial Investments Corporation
Web Site
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Issuer
Lincoln National
Subadvisor(s)
J.P. Morgan Investment Management, Inc.
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