VIP Equity-Income Portfolio

Variable Insurance Products Fund

Actively managed U.S. equity fund
$7.19B NAV
118 positions · as of 2026-06-30 · filed 2026-08-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

VIP Equity-Income Portfolio is an actively managed U.S. equity fund. 2% of VIP Equity-Income Portfolio’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 82% of the fund’s equity).

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

Fund profile

As filed in the prospectus · 2026 Q2

VIP Equity-Income Portfolio? seeks reasonable income. The fund will also consider the potential for capital appreciation. The fund's goal is to achieve a yield which exceeds the composite yield on the securities comprising the S&P 500 Index.

Strategy · summarised

The fund invests at least 80% of assets in income-producing equity securities—common stocks, preferred stocks, convertible securities, and hybrid instruments expected to pay dividends or interest within three months—selected through fundamental analysis of financial condition, industry position, and market conditions. The manager may also hold debt securities including high-yield bonds, use covered call options, and invest in both domestic and foreign issuers. Because security selection depends on the manager's analysis rather than an index rule, fund returns will diverge from any benchmark.

Expenses
0.46% 0.71%across 4 share classes
Share classExpense ratio
C0000209660.46%
C0000209670.53%
C0000209680.56%
C0000209700.71%

Portfolio turnover 15.00% · as of 2026 Q2

Allocation

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

101.09%
of net assets
Stocks99.24%
Cash & short-term1.86%

Sector allocation

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

100%
of net assets
Financials17.3%
International15.2%
Health Care12.9%
Information Technology11.3%
9 smaller43.3%

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).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
2%of stock holdings in top-quartile growers
covering 82% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 5 new11 exited

New: BMY, BRITISH AMERICAN TOBACCO PLC, SMURFIT WESTROCK PLC, ADIDAS AG, G MINING VENTURES CORP

Largest exited: ACCENTURE PLC, CI, EXC, META, FE, UNILEVER PLC, NKE, GFL ENVIRONMENTAL INC

Return profile

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

1-year
+27.82%
3-year
+61.70%
5-year
+72.00%
Volatility
8.97%
Worst 3-yr fall
-7.45%
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.

Holdings

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

Issuer%NAVValue
MICROSOFT CORPMSFT4.23%$304.17M
AMAZON.COM INCAMZN3.64%$261.75M
JPMORGAN CHASE and COJPM3.12%$224.04M
EXXON MOBIL CORPXOM2.85%$204.56M
ABBVIE INCABBV2.51%$180.46M
TAIWAN SEMICONDUCTOR MFG CO LTDTSM2.39%$172.03M
JOHNSON and JOHNSONJNJ2.22%$159.69M
SAMSUNG ELECTRONICS CO LTD2.03%$145.80M
LINDE PLC1.91%$137.20M
GILEAD SCIENCES INCGILD1.83%$131.45M
Showing 10 of 118Sign 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 26.72% of net assets, top 25 48.67%, across 117 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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