LVIP ClearBridge Large Cap Growth Fund
Data updated: 2026-08-06
C000271951 — LVIP ClearBridge Large Cap Growth Fund. 0.74% expense ratio · since 2026. Holdings, fees, performance and SEC filings.
C000271951 Fund Overview
LVIP ClearBridge Large Cap Growth Fund is a US mutual fund managed by Lincoln Variable Insurance Products Trust, categorised as United States Large Cap Growth 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 Growth Equity
- Assets under management: $567.22M
- SEC CIK: 0000914036
- SEC series ID: S000101702
- Share class ID: C000271951
C000271951 Investment Objective and Strategy
LVIP ClearBridge Large Cap Growth Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Lincoln Variable Insurance Products Trust.
Investment objective
The investment objective of the LVIP ClearBridge Large Cap Growth Fund (the “Fund”) is to seek long-term growth of capital.
Principal investment strategy
Lincoln Financial Investments Corporation serves as the Fund’s investment adviser. ClearBridge Investments, LLC (the “Sub-Adviser”) serves as the Fund’s sub-adviser. The Sub-Adviser is responsible for the day-to-day management of the Fund’s assets. Under normal circumstances, the Fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other instruments with similar economic characteristics, of U.S. companies with large market capitalizations. Large capitalization companies are those companies with market capitalizations similar to companies in the Russell 1000 Index (the “Index”). As of March 31, 2026, the market capitalization of the largest company in the Index was approximately $4.2 trillion and the median market capitalization of a company in the Index was approximately $17 billion.
The core holdings of the Fund are large capitalization companies that the Sub-Adviser believes to be dominant in their industries due to product, distribution or service strength. The Sub-Adviser emphasizes individual security selection while diversifying the Fund’s investments across industries, which may help to reduce risk. The Sub-Adviser attempts to identify established large capitalization companies with the highest growth potential. The Sub-Adviser then analyzes each company in detail, ranking its management, strategy and competitive market position. Finally, the Sub-Adviser attempts to identify the best values available among the growth companies identified. The Sub-Adviser may sell a security if it no longer meets the Fund’s investment criteria or for other reasons, including to meet redemptions or to redeploy assets to better investment opportunities.
The Fund may invest up to 20% of its net assets (at the time of investment) in foreign securities. The Fund may invest in securities of issuers in emerging markets as part of its allocation to foreign investments. “Emerging markets” are defined as countries or mark
C000271951 Holdings
Top 10 holdings of LVIP ClearBridge Large Cap Growth Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| NVIDIA Corp | 13.93% |
| Alphabet Inc | 7.06% |
| Apple Inc | 7.03% |
| Meta Platforms Inc | 5.31% |
| Amazon.com Inc | 4.61% |
| Visa Inc | 4.33% |
| Palo Alto Networks Inc | 3.77% |
| Netflix Inc | 3.08% |
| Taiwan Semiconductor Manufacturing Co Ltd | 2.95% |
| Arista Networks Inc | 2.76% |
C000271951 Portfolio Allocation
Asset-class allocation of LVIP ClearBridge Large Cap Growth Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.2% |
| Cash & Equivalents | 0.9% |
C000271951 Performance
Total returns for C000271951 (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 12.70% |
C000271951 Costs and Fees
C000271951 costs about $74 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.74%
- Gross expense ratio: 0.77%
- Portfolio turnover: 23%
C000271951 Cashflows
Over the 12 months to 2026-06, LVIP ClearBridge Large Cap Growth Fund had net outflows of $20.10M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-06 | −$6.57M |
| 2026-05 | −$14.09M |
| 2026-04 | $559.66K |
C000271951 Debt Constituents
No individual debt constituents are reported in LVIP ClearBridge Large Cap Growth Fund's latest SEC N-PORT filing.
C000271951 Prospectus and SEC Filings
Official LVIP ClearBridge Large Cap Growth Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Growth 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.