Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
LVIP American Century Ultra Service
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 ---
Management 0.60%
12b-1 ---
Actual Fees
12b-1 0.25%
Management 0.60%
Expense Ratio 0.91%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 0.94%
Waiver Data
Type Date %
ExpenseRatio Contractual 2026-08-31 0.04
  Management
Inception Date: 2002-05-01
Mngr Name Jeffrey R. Bourke
Mngr Start Date 2008-12-31
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.
Mngr Name Tong Li
Mngr Start Date 2024-07-31
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.
Mngr Name Keith Lee
Mngr Start Date 2008-12-22
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.
Investment Advisor(s)
Lincoln Financial Investments Corporation
Web Site
www.americancentury.com
Issuer
Lincoln Variable Insurance Product Tr
Subadvisor(s)
American Century Investment Management Inc
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