LVIP American Century Ultra Service |
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Release date as of 2024-10-31. Data on page is subject to change. |
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Fees and Expenses |
Taken from prospectus dated 2024-05-01 |
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Maximum Fees |
Administrative |
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Management |
0.60%
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12b-1 |
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Actual Fees |
12b-1 |
0.25%
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Management |
0.60%
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Expense Ratio |
0.91%
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(taken from annual report dated 2024-06-30) |
Total Annual Operating Expense |
0.94%
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Type |
Date |
% |
ExpenseRatio |
Contractual |
2026-08-31 |
0.04 |
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Inception Date: 2002-05-01 |
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Mngr Name |
Jeffrey R. Bourke |
Mngr Start Date |
2008-12-31 |
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Biography |
Jeff Bourke is a portfolio manager for American Century Investments®.
Mr. Bourke joined American Century Investments in 2007. Before he was promoted to portfolio manager in 2013, he was an investment analyst.
Previously, he was an associate equity research analyst at Robert W. Baird & Co. He has worked in the investment industry since 2003. Mr. Bourke earned a master's degree in business administration from the Booth School of Business at the University of Chicago and a bachelor's degree in civil and environmental engineering from Duke University. He is a CFA® charterholder and a member of the CFA Institute. |
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Mngr Name |
Tong Li |
Mngr Start Date |
2024-07-31 |
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Biography |
Mr. Li, Portfolio Manager and Senior Quantitative Analyst, has been a member of the team that manages the fund since 2012. He became a senior quantitative analyst in 2017 and a portfolio manager in 2024. He has a bachelor'’s degree in physics from Tsinghua University, a master’s degree in electrical engineering from Vanderbilt and a master’s degree in business administration, from the University of Chicago Booth School of Business. |
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Mngr Name |
Keith Lee |
Mngr Start Date |
2008-12-22 |
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Biography |
Keith Lee
Mr. Lee, Senior Vice President and Senior Portfolio Manager, has been a member of the team that manages the fund since 2008.
Prior, he was a senior analyst on the U.S. Lg Cap Qual Gr strategy. He joined American Century in 1998 and again in 2001. He started in the industry as an analyst for Oppenheimer funds in New York in 1996. He holds a bachelor’s degree in industrial engineering from Columbia University, is a CFA charterholder and a member of the CFA Institute. |
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Lincoln Financial Investments Corporation |
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Lincoln Variable Insurance Product Tr |
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American Century Investment Management Inc |
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© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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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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