LVIP Fidelity Institutional AM(R) Total Bond Fund

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

Actively managed U.S. bond fund
$2.15B NAV
2,386 positions · as of 2026-06-30 · filed 2026-08-06

Fund classification

Classified from what the fund holds · as of 2026 Q2

LVIP Fidelity Institutional AM(R) Total Bond Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
Mixed credit
Rate sensitivity
Intermediate duration

Fund profile

As filed in the prospectus · 2025 Q2

The investment objective of the LVIP Fidelity Institutional AM Total Bond Fund (the Fund) is to seek maximum long term total return, consistent with reasonable risk.

Strategy · summarised

The fund is managed day-to-day by FIAM LLC, which structures the portfolio using the Bloomberg U.S. Aggregate Bond Index as a guide and allocates across investment-grade, high-yield, and emerging-markets debt securities. The Sub-Adviser selects securities by analyzing credit quality, valuation, and security-specific features, and uses derivatives and forward-settling securities to adjust interest-rate risk exposure to align with the index. Because the fund's selections depend on the Sub-Adviser's analysis rather than mechanical index replication, performance may diverge from the index.

Expenses
0.51% 0.81%across 2 share classes
Share classGrossNet
C0002231500.95%0.81%
C0002231510.65%0.51%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 102.00% · as of 2025 Q2

Allocation

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

103.57%
of net assets
Bonds63.67%
Securitized31.12%
Loans5.79%
Cash & short-term2.77%
2 smaller0.22%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Government35.5%
Securitized30.4%
Other11.6%
Financials7.1%
12 smaller15.5%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 407 new242 exited

Largest new: Government National Mortgage Association ×6, United States Treasury, UMBS, TBA

Largest exited: United States Treasury, Government National Mortgage Association ×3, UMBS, TBA ×3, Aimco

Return profile

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

1-year
+4.24%
3-year
+11.26%
5-year
-0.80%
Volatility
3.55%
Worst 3-yr fall
-6.36%
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
4.70%
Avg maturity
13.54 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

18%
floating
Fixed rate82.1%
Floating rate17.6%
Zero-coupon or unclassified0.3%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y0.5%
1-3y6.1%
3-5y14.9%
5-10y32.1%
10y+46.3%
Flagged holdings
Defaulted: 0.15% · $3.25M · 16 positions
In arrears: 0.01% · $0.19M · 2 positions
Paid in kind: 0.06% · $1.31M · 6 positions

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

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

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying a small fraction as much.

Interest-rate duration
6.02 yr
approx. move per 100bp
Credit-spread duration
1.90 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -8.0%
of value
Interest rates76%
Credit spreads24%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+1.90
yrs total
Investment grade+1.36 yr
High yield+0.54 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate6.02 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.45 yr7%
5 yr1.88 yr31%
10 yr2.42 yr40%
30 yr1.26 yr21%
Credit spread1.90 yr total
3 mo30 yr
3 mo0.01 yr1%
1 yr0.32 yr17%
5 yr1.03 yr54%
10 yr0.44 yr23%
30 yr0.09 yr5%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.01+0.01+0.00$1.5k$1.0k
1 yr+0.45+0.21+0.12$44.2k$25.0k
5 yr+1.88+0.70+0.34$149.5k$72.1k
10 yr+2.42+0.37+0.07$79.1k$15.5k
30 yr+1.26+0.09+0.01$18.7k$1.5k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Rate exposure by currency

Duration contribution in years, summing to the fund's 6.02 yr.

USD+5.97 yr
EUR+0.05 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

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

Issuer%NAVValue
United States Treasury4.00% · due 2032-04-306.05%$130.18M
United States Treasury4.63% · due 2055-02-154.51%$97.10M
United States Treasury4.63% · due 2035-02-154.20%$90.28M
United States Treasury4.13% · due 2036-02-153.67%$78.90M
United States Treasury4.75% · due 2045-02-153.39%$72.94M
State Street Global AdvisorsGVMXX2.75%$59.11M
United States Treasury3.88% · due 2032-12-311.72%$36.91M
United States Treasury4.63% · due 2044-11-151.42%$30.43M
United States Treasury3.88% · due 2043-02-151.18%$25.44M
United States Treasury2.25% · due 2046-08-151.14%$24.48M
Showing 10 of 2,386Sign in to see more

Top 10 positions are 30.03% of net assets, top 25 39.78%, across 1.2K issuers.

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