| LVIP JPMorgan Mid Cap Value Standard |
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| Release date as of 2024-03-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2023-05-22 |
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| Maximum Fees |
| Administrative |
0.08%
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| Management |
0.65%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
--- |
| Management |
0.65%
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| Expense Ratio |
0.99%
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(taken from annual report dated 2023-12-31) |
| Total Annual Operating Expense |
0.76%
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Type |
Date |
% |
| --- |
--- |
--- |
--- |
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| Inception Date: 2001-09-28 |
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| Mngr Name |
Jonathan K.L. Simon |
| Mngr Start Date |
2001-09-28 |
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| Biography |
| Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management. |
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| Mngr Name |
Lawrence E. Playford |
| Mngr Start Date |
2004-12-31 |
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| Biography |
| Lawrence Playford is Chief investment officer of the U.S. equity value group since 2016 and portfolio manager of JPMorgan’s U.S. equity value group since 2004. He began his investment career in 1993 and has a BBA from the University of Notre Dame and an MBA from Fordham University. |
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| J.P. Morgan Investment Management, Inc. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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