Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
LVIP JPMorgan Mid Cap Value Standard
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-05-01  
Maximum Fees
Administrative 0.08%
Management 0.65%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.65%
Expense Ratio ---
Total Annual Operating Expense 0.74%
Waiver Data
Type Date %
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  Management
Inception Date: 2001-09-28
Mngr Name Jonathan K.L. Simon
Mngr Start Date 2001-09-28
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.
Mngr Name Lawrence E. Playford
Mngr Start Date 2004-12-31
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.
Investment Advisor(s)
Lincoln Financial Investments Corporation
Web Site
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Issuer
Lincoln National
Subadvisor(s)
J.P. Morgan Investment Management, Inc.
Show Data Definitions

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