LVIP American Global Growth Allocation Managed Risk Fund

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

Actively managed U.S. equity fund
$2.19B NAV
25 positions · as of 2026-06-30 · filed 2026-08-06

Fund classification

Classified from what the fund holds · as of 2026 Q2

LVIP American Global Growth Allocation Managed Risk Fund is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Fund of funds

Fund profile

As filed in the prospectus · 2025 Q2

The investment objective of the LVIP American Global Growth Allocation Managed Risk Fund (the Fund) is to seek a balance between a high level of current income and growth of capital, with a greater emphasis on growth of capital.

Strategy · summarised

The fund invests substantially all assets in a portfolio of American Funds mutual funds (Underlying Funds), which themselves hold equity and fixed income securities, with approximately 70% of Underlying Fund assets in stocks and 30% in bonds. The largest equity allocation targets domestic and foreign companies across market capitalizations, including emerging markets, while the fixed income allocation includes mortgage-backed securities, high-yield bonds, and inflation-indexed securities. A separate risk management overlay, implemented by Milliman, uses exchange-traded futures and options contracts (typically less than 10% of assets under normal conditions) to reduce portfolio volatility and downside exposure during market declines, which may limit upside participation in strong markets and could substantially reduce net economic exposure during extreme volatility.

Expenses
0.63% 0.98%across 2 share classes
Share classExpense ratio
C0001103640.63%
C0001103650.98%

Portfolio turnover 19.00% · as of 2025 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.70%
of net assets
Stocks68.26%
Bonds18.77%
Cash & short-term6.70%
Securitized6.68%
2 smaller0.30%

Look-through blends 9 underlying funds; 3.223% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 14 new14 exited

Largest new: Chicago Mercantile Exchange ×5, Osaka Exchange, ICE Futures U.S., Inc., Eurex Deutschland

Largest exited: Chicago Mercantile Exchange ×4, Eurex Deutschland, Osaka Exchange, ICE Futures U.S., Inc., ICE Futures Europe - Financial Products Division

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+20.89%
3-year
+45.88%
5-year
+31.45%
Volatility
10.25%
Worst 3-yr fall
-7.93%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
Avg maturity
Flagged holdings
Defaulted: not reported
In arrears: not reported
Paid in kind: not reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Interest-rate duration
1.15 yr
approx. move per 100bp
Credit-spread duration
Not disclosed

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
The Bond Fund of America20.79%$455.44M
The Growth Fund of America15.97%$349.97M
The Investment Company of AmericaRICGX15.67%$343.36M
American Mutual FundRMFGX15.43%$337.94M
Eupac Fund9.34%$204.50M
Smallcap World Fund IncRLLGX5.80%$127.05M
Capital Income Builder IncRIRGX5.71%$125.20M
New World Fund Inc3.22%$70.60M
State Street Institutional US Government Money Market FundGVMXX2.97%$65.10M
American High-Income TrustRITGX2.61%$57.25M
Showing 10 of 25Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 97.52% of net assets, top 25 99.75%, across 18 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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