Lincoln Variable Insurance Products Trust - LVIP Dimensional U.S. Core Equity 2 Fund

Mutual Fund Pennsylvania, United States ·Founded 2015

Overview

The LVIP Dimensional U.S. Core Equity 2 Fund is a mutual fund that seeks long-term capital appreciation by investing primarily in U.S. large-cap companies exhibiting core equity characteristics. The fund aims to provide investors with exposure to a diversified portfolio of established companies across various sectors of the U.S. economy. The fund employs a systematic investment strategy, utilizing quantitative models to select securities based on factors such as value, profitability, and investment risk. This approach is designed to identify companies with strong fundamentals and attractive valuations, positioning the fund to benefit from potential market inefficiencies. As of the latest available data, the fund's portfolio includes a wide range of holdings, with significant positions in technology, consumer discretionary, and healthcare sectors. The fund's investment philosophy emphasizes disciplined, rules-based decision-making to achieve its investment objectives, aiming to deliver consistent performance over the long term.

Investment Focus

  • Minimum initial investment: $1,000
  • Subsequent investments: $100
  • Minimum for IRAs: $500
  • Subsequent investments for IRAs: $100

Portfolio Companies

Apple Inc.Microsoft CorporationAlphabet Inc.NVIDIA CorporationAmazon.com, Inc.Broadcom Inc.Meta Platforms, Inc.Oracle CorporationRobinhood Markets, Inc.Capital One Financial Corporation

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Frequently asked questions about Lincoln Variable Insurance Products Trust - LVIP Dimensional U.S. Core Equity 2 Fund

What sectors does Lincoln Variable Insurance Products Trust - LVIP Dimensional U.S. Core Equity 2 Fund invest in?

Lincoln Variable Insurance Products Trust - LVIP Dimensional U.S. Core Equity 2 Fund invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Pennsylvania, United States. Lincoln Variable Insurance Products Trust - LVIP Dimensional U.S. Core Equity 2 Fund is listed as a mutual fund in the ConnectSafely investor database.

What stage does Lincoln Variable Insurance Products Trust - LVIP Dimensional U.S. Core Equity 2 Fund invest at?

Lincoln Variable Insurance Products Trust - LVIP Dimensional U.S. Core Equity 2 Fund backs companies at Growth and Late Stage.

Which regions does Lincoln Variable Insurance Products Trust - LVIP Dimensional U.S. Core Equity 2 Fund invest in?

Lincoln Variable Insurance Products Trust - LVIP Dimensional U.S. Core Equity 2 Fund invests across United States.

What companies has Lincoln Variable Insurance Products Trust - LVIP Dimensional U.S. Core Equity 2 Fund invested in?

Lincoln Variable Insurance Products Trust - LVIP Dimensional U.S. Core Equity 2 Fund's portfolio includes Apple Inc., Microsoft Corporation, Alphabet Inc., NVIDIA Corporation, Amazon.com, Inc., Broadcom Inc., Meta Platforms, Inc. and Oracle Corporation.

Last updated · Source: ConnectSafely investor database