Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
LVIP JPMorgan U.S. Equity Standard
Release date as of 2024-03-31. 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 0.55%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.55%
Expense Ratio 0.69%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.67%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 1995-03-30
Mngr Name Scott B. Davis
Mngr Start Date 2017-01-06
Biography
Scott B. Davis, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2006, Scott was previously a media and internet analyst in the U.S. Equity Research Group.
Mngr Name David Small
Mngr Start Date 2016-07-21
Biography
David Small, managing director, is the Director of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016.
Mngr Name Shilpee Raina
Mngr Start Date 2021-11-01
Biography
Shilpee Raina, executive director, is a research analyst on the Equity Income Strategy within the U.S. Equity Group. Shilpee is a generalist analyst whose research coverage spans various industries. An employee since 2005, Shilpee has been a dedicated research analyst on the Equity Income Strategy since 2008 and was previously focused on the Mid Cap Value portfolios where she conducted research within the media sector, while also responsible for daily implementation and portfolio analytics for the broader Value Team. Shilpee holds a B.S. in Commerce with concentrations in Finance and Accounting from University of Virginia’s McIntire School of Commerce. She is a member of both the New York Society of Security Analysts and the CFA Institute and is a CFA charterholder.
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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