LVIP Fidelity Institutional AM Select Core Equity Managed Volatility Fund
Data updated: 2026-05-18
C000124878 — LVIP Fidelity Institutional AM Select Core Equity Managed Volatility Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Blend / Core Equity · $490.34M AUM · 0.66% expense ratio · 14.4% 1-yr return. From SEC regulatory filings.
C000124878 Fund Overview
LVIP Fidelity Institutional AM Select Core Equity Managed Volatility Fund is a US mutual fund managed by Lincoln Variable Insurance Products Trust, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Lincoln Variable Insurance Products Trust
- Category: United States Large Cap Blend / Core Equity
- Assets under management: $490.34M
- 1-year return: 14.4%
- SEC CIK: 0000914036
- SEC series ID: S000040169
- Share class ID: C000124878
C000124878 Holdings
Top 4 holdings of LVIP Fidelity Institutional AM Select Core Equity Managed Volatility Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Fidelity VIP Contrafund Portfolio | 67.36% |
| Fidelity VIP Equity Income Portfolio | 29.53% |
| State Street Institutional US Government Money Market Fund | 2.80% |
| Chicago Mercantile Exchange | 0.00% |
C000124878 Portfolio Allocation
Asset-class allocation of LVIP Fidelity Institutional AM Select Core Equity Managed Volatility Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 96.9% |
| Cash & Equivalents | 2.8% |
C000124878 Performance
Total returns for C000124878 (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -2.8% |
| 1 year | 14.4% |
| 3 years (annualised) | 18.7% |
| 5 years (annualised) | 11.9% |
C000124878 Risk Information
Risk metrics for C000124878, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 10.8%
C000124878 Costs and Fees
C000124878 costs about $66 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.66%
- Gross expense ratio: 1.33%
- Portfolio turnover: 15%
- Brokerage commissions: 0.11 bps of average net assets (SEC N-CEN)
C000124878 Cashflows
Over the 12 months to 2026-03, LVIP Fidelity Institutional AM Select Core Equity Managed Volatility Fund had net inflows of $11.73M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$8.29M |
| 2026-02 | −$5.42M |
| 2026-01 | −$8.62M |
| 2025-12 | $44.44M |
| 2025-11 | −$5.68M |
| 2025-10 | −$9.86M |
C000124878 Debt Constituents
No individual debt constituents are reported in LVIP Fidelity Institutional AM Select Core Equity Managed Volatility Fund's latest SEC N-PORT filing.
C000124878 Prospectus and SEC Filings
Official LVIP Fidelity Institutional AM Select Core Equity Managed Volatility Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.