Morningstar® Investment Profile™   Morningstar®
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LVIP American Century Lg Co Val Svc
Release date as of 2025-06-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Style Box Details for Stock Holdings
Size
Average Mkt Cap $Mil 65,835
   
Market Capitalization % of Portfolio
Giant 18.08
Large 34.22
Medium 39.69
Small 8.00
Micro 0.00
   
Investment Valuation Stock
Portfolio
Forward P/E 14.8
Price/Book 2.3
Price/Sales 1.6
Price/Cash Flow 10.2
Dividend Yield 2.8
Long-Term Earnings 11.9
Historical Earnings 2.8
Sales Growth 5.6
Cash-Flow Growth 0.6
Book-Value Growth 5.4
As of 2025-03-31
Data as of 2025-03-31
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 87.6
Bullet Non-U.S. Stocks Non-U.S. Stocks 10.4
Bullet Bonds Bonds 0.0
Bullet Cash Cash 2.0
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2025-03-31
  Morningstar Equity Sectors
% of Stocks
Cyclical 30.44
Basic Materials 3.03
Consumer Cyclical 3.05
Financial Services 21.19
Real Estate 3.17
Sensitive 31.50
Communication Services 2.84
Energy 7.83
Industrials 12.25
Technology 8.58
Defensive 38.06
Consumer Defensive 12.97
Healthcare 20.00
Utilities 5.09
Data through 2025-03-31
  Top 25 Holdings
Total Number of Stock Holdings 79
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 26.72
Turnover % (as of 2024-12-31) 41.00
30 Day SEC Yield % 1.86
Top 25 Holdings
Sector P/E % of Net
Assets
Johnson & Johnson 16.99 3.75
JPMorgan Chase & Co 14.23 3.59
Zimmer Biomet Holdings Inc 20.27 3.04
Medtronic PLC 24.15 2.90
Exxon Mobil Corp 14.30 2.47
Norfolk Southern Corp 17.47 2.44
Charles Schwab Corp 27.65 2.28
Berkshire Hathaway Inc Class B 12.95 2.12
Truist Financial Corp --- 2.09
BlackRock Inc 25.49 2.04
U.S. Bancorp 11.20 2.03
Xcel Energy Inc 20.03 2.03
Cisco Systems Inc 28.32 1.99
State Street Institutional U.S. Government Money Market Fund --- --- 1.99
Becton Dickinson & Co 33.38 1.96
Duke Energy Corp 19.58 1.96
Verizon Communications Inc 10.30 1.72
Willis Towers Watson PLC --- 1.71
United Parcel Service Inc Class B 14.74 1.68
RTX Corp 42.82 1.57
Graphic Packaging Holding Co 10.33 1.55
The Estee Lauder Companies Inc Class A --- 1.53
Enterprise Products Partners LP 11.61 1.52
Unilever PLC ADR --- 1.52
IQVIA Holdings Inc 21.50 1.45
Data through 2025-03-31
Show Data Definitions

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