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Holdings (Monthly) Guide ↗

LVIP Global Aggressive Growth Allocation Managed Risk Fund

· Lincoln Variable Insurance Products Trust
Monthly Holdings $562M AUM 14 positions Period Jun 2026 Filed Aug 6, 2026 EDGAR ↗ ← All Funds
All 12 New 12 Added 14 Reduced · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 LVIP State Street S&P 500 Index Fund 474903853 Mar 2026 1,354,371 -124,865 $50.2M +5.4% 14.30% EC
2 LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund 534898622 Mar 2026 1,630,585 -116,266 $29.6M +6.8% 8.42% EC
3 LVIP BlackRock Equity Dividend Fund 53500Q130 Mar 2026 842,871 -17,487 $24.4M +11.6% 6.95% EC
4 LVIP State Street Mid-Cap Index Fund 535000764 Mar 2026 1,183,064 -81,901 $17.9M +7.0% 5.08% EC
5 LVIP AllianceBernstein Large Cap Growth Fund 474903507 Mar 2026 343,601 -25,503 $17.2M +6.2% 4.91% EC
6 LVIP State Street Emerging Markets Equity Index Fund 53500Q676 Mar 2026 609,297 -41,582 $10.4M +14.8% 2.95% EC
7 LVIP T. Rowe Price Structured Mid-Cap Growth Fund 535000103 Mar 2026 292,507 -2,012 $9.8M +14.6% 2.80% EC
8 LVIP Nomura Mid Cap Value Fund 535000178 Mar 2026 180,498 -7,584 $9.6M +7.9% 2.74% EC
9 LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund 534898614 Mar 2026 454,183 -26,898 $8.2M +15.1% 2.33% EC
10 LVIP State Street Small-Cap Index Fund 474903101 Mar 2026 187,306 -10,879 $8.0M +14.8% 2.27% EC
11 LVIP Loomis Sayles Global Growth Fund 53500Q726 Mar 2026 361,290 -6,251 $6.4M +4.5% 1.84% EC
12 LVIP State Street Nasdaq-100 Index Fund 53500Q569 Mar 2026 167,389 -27,360 $3.4M +9.7% 0.98% EC
13 LVIP BlackRock Inflation Protected Bond Fund 534898523 Mar 2026 259,057 -2,705 $2.5M -0.2% 0.71% EC
14 LVIP BlackRock Real Estate Fund 534898101 Mar 2026 135,593 -1,182 $1.2M +8.1% 0.33% EC