Morningstar® Investment Profile™   Morningstar®
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LVIP JPMorgan U.S. Equity Standard
Release date as of 2024-04-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
What is this?
As of 2024-04-30
Out of 1294
Large Blend Funds
Style Box™
What is this?
As of 2024-03-31
Total Fund Assets ($ Mil)
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks high total return.
Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. It primarily invests in common stocks of large- and mid-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts. The Portfolio focuses on those equity securities that the manager considers attractively valued and seeks to outperform the benchmark through superior stock selection.
  Morningstar Category: Large Blend
Large-blend portfolios are fairly representative of the overall US stock market in size, growth rates and price. Stocks in the top 70% of the capitalization of the US equity market are defined as large cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios tend to invest across the spectrum of US industries, and owing to their broad exposure, the portfolios' returns are often similar to those of the S&P 500 Index. 
  Investment Risks
There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 96.3
Bullet Non-U.S. Stocks Non-U.S. Stocks 3.5
Bullet Bonds Bonds 0.0
Bullet Cash Cash 0.2
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2024-03-31
Morningstar Equity Sectors
% of Stocks
Cyclical 29.99
Basic Materials 2.66
Consumer Cyclical 12.26
Financial Services 13.24
Real Estate 1.83
Sensitive 52.18
Communication Services 6.28
Energy 4.85
Industrials 11.48
Technology 29.57
Defensive 17.86
Consumer Defensive 1.19
Healthcare 14.08
Utilities 2.59
Data through 2024-03-31
Holding Status
Total Number of Stock Holdings 53
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 41.23
Turnover % (as of 2023-12-31) 65.00
30 Day SEC Yield % ---
Top Holdings
Sector P/E % of Net
Microsoft Corp 33.74 9.23
NVIDIA Corp 72.42 5.98 Inc 49.02 5.22
Apple Inc 26.49 4.95
Meta Platforms Inc Class A 24.75 3.24
Alphabet Inc Class A 24.97 3.02
Wells Fargo & Co 12.36 2.57
AbbVie Inc 48.40 2.39
Deere & Co 11.41 2.33
UnitedHealth Group Inc 29.53 2.30
Data through 2024-03-31
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Value Investing, Active Management, Market/Market Volatility, Industry and Sector Investing, Restricted/Illiquid Securities, Derivatives, Socially Conscious, Shareholder Activity, Mid-Cap, Large Cap
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  Other Information
Inception Date: 1995-03-30
Portfolio Manager(s)
Scott B. Davis   (2017-01-06)
Scott B. Davis, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2006, Scott was previously a media and internet analyst in the U.S. Equity Research Group.
Shilpee Raina   (2021-11-01)
Shilpee Raina, executive director, is a research analyst on the Equity Income Strategy within the U.S. Equity Group. Shilpee is a generalist analyst whose research coverage spans various industries. An employee since 2005, Shilpee has been a dedicated research analyst on the Equity Income Strategy since 2008 and was previously focused on the Mid Cap Value portfolios where she conducted research within the media sector, while also responsible for daily implementation and portfolio analytics for the broader Value Team. Shilpee holds a B.S. in Commerce with concentrations in Finance and Accounting from University of Virginia’s McIntire School of Commerce. She is a member of both the New York Society of Security Analysts and the CFA Institute and is a CFA charterholder.
Investment Advisor(s)
Lincoln Financial Investments Corporation
Lincoln National
J.P. Morgan Investment Management, Inc.
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