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Lvip Jpmorgan High Yield Fund Standard Class (0P0000N65F)
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26/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 517.3M
LVIP JPMorgan High Yield Fund Standard Class
10.450
-0.010
-0.10%
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0P0000N65F Overview
On this page you'll find an in-depth profile of Lvip Jpmorgan High Yield Fund Standard Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000N65F among other information.
Investment Strategy
The investment seeks a high level of current income; capital appreciation is a secondary objective. The fund invests at least 80% of its assets in bonds, other debt securities, loan assignments and participations, commitments to purchase loan assignment and preferred stocks that are rated below investment grade or are unrated. It may invest up to 20% of its total assets in other securities, including investment grade debt securities. The fund may also invest up to 30% of its assets in Loans and Unfunded Commitments. It may also invest up to 15% of its net assets in illiquid holdings and up to 15% of its total assets in equity securities.
Contact Information
Address
1300 S. Clinton Street P.O. Box 1110
Fort Wayne,IN 46801
United States
Fort Wayne,IN 46801
United States
Phone
-
Web
www.lfg.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Robert L. Cook | Managing Director | 2019 | Now |
| Biography | Robert L. Cook, managing director, is the global head of the High Yield team in the Global Fixed Income, Currency & Commodities (GFICC) group.Based inIndianapolis, he is the lead portfolio manager and is responsible for overseeing high yield total return strategies, sub-advised mutual fund assets and absolute return credit products. Rob is also a member of the Global Fixed Income Macro Strategy Team. Prior to joining the firm in 2004, Rob spent ten years at 40|86 Advisors, most recently as co-head of the Fixed Income investment process, responsible for managing high yield total return assets a | ||
| Jeffrey Lovell | Managing Director | 2019 | Now |
| Biography | Jeffrey Lovell, CFA, Managing Director, joined JPMorgan in 2004 and is a senior portfolio manager within the Global High Yield team. Mr. Lovell holds a B.S. in finance and political economy from Hillsdale College, is a member of the Indianapolis Society of Financial Analysts and is a CFA charterholder. | ||
| Thomas G. Hauser | Managing Director | 2019 | Now |
| Biography | Thomas Hauser, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Indianapolis, he is the co-lead portfolio manager within the High Yield Fixed Income Team and is responsible for overseeing high yield total return strategies, sub-advised mutual fund assets and absolute return credit products. Prior to joining the firm in 2004, Thomas was at 40|86 Advisors, most recently serving as a co-portfolio manager on three mutual funds and as the co-head of the Collateralized Bond Obligation (CBO) Group. | ||
| James P. Shanahan | Managing Director | 2010 | Now |
| Biography | James P. Shanahan, Jr., managing director, is the Portfolio Manager who focuses on higher risk credits, including distressed and special situations investments in high yield mandates. Mr. Shanahan became an employee of J.P. Morgan Asset Management in March 2005 and prior to that time held the same role at Banc One High Yield Partners, LLC and Pacholder Associates, Inc. since 1986. Mr. Shanahan holds an Honors BA from Xavier University and a JD from the University of Cincinnati College of Law. | ||
| William J. Morgan | Managing Director | 2010 | 2021 |
| Biography | William J. Morgan, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Cincinnati, Bill is the team leader and senior portfolio manager for the Cincinnati High Yield team and is responsible for overseeing high yield, loans and distressed strategies. An employee since 1984, he held the same role at Banc One High Yield Partners, LLC and Pacholder Associates, Inc. Bill holds a B.A. in history from Kenyon College and an M.B.A from Xavier University. | ||
| Alexander Sammarco | Senior Special Situation Analyst | 2019 | 2019 |
| Biography | Mr. Sammarco currently serves a senior special situations analyst for J.P. Morgan Investment Management Inc.’s Cincinnati High Yield team. Prior to joining J.P. Morgan Investment Management Inc. in 2013, Mr. Sammarco was at Stark Investments, a global multi-strategy hedge fund, where he served as a senior member of the investment team. | ||
| Chris Musbach | - | 2019 | 2019 |
| Biography | Christopher Musbach, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group of J.P. Morgan Investment Management, Inc. Based in Cincinnati, Chris is a portfolio manager for the Cincinnati High Yield team, working on the Upper Tier, BB-focused strategy. An employee since 2005, Christopher was previously an analyst in the client portfolio management team, a high yield credit research analyst and high trader. He holds a B.A. in economics management with a minor in accounting from Ohio Wesleyan University. | ||
| Michael Schlembach | - | 2019 | 2019 |
| James E. Gibson | Portfolio Manager | 2010 | 2016 |
| Biography | James Gibson heads the large-cap core team at Sterling Advisors. James began his investment management career in 1980 and joined Valley Forge Asset Management, LLC, a predecessor firm of Sterling Advisors in 1995. Prior to joining the firm, he served as senior portfolio manager for PNC Bank, portfolio manager for Sanwa McCarthy Securities and Investment Advisor for Midland Walwyn Corp. He earned his bachelor’s degree in economics from the University of Western Ontario and a BCom in finance from the University of Windsor, Canada. | ||
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