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Lvip Jpmorgan Mid Cap Value Class Standard (0P0000375E)

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9.894 -0.100    -0.97%
31/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 297.11M
JPMorgan Insurance Trust Mid Cap Value Portfolio C 9.894 -0.100 -0.97%

Lvip Jpmorgan Mid Cap Value Class Standard Overview

 
On this page you'll find an in-depth profile of Lvip Jpmorgan Mid Cap Value Class Standard. Learn about the key management, total assets, investment strategy and contact information of 0P0000375E among other information.
Category

Mid-Cap Value

Total Assets

297.11M

Expenses

0.99%

Inception Date

Sep 28, 2001

Investment Strategy

The investment seeks capital appreciation with the secondary goal of achieving current income by investing primarily in equity securities. At least 80% of the Portfolio's assets will be invested in equity securities of mid cap companies. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap Value Index and/or between $1 billion and $20 billion at the time of purchase. In implementing its main strategies, the Portfolio's investments are primarily in common stocks and real estate investment trusts (REITs).

Contact Information

Address 1300 S. Clinton Street P.O. Box 1110
Fort Wayne,IN 46801
United States
Phone -

Top Executives

Name Title Since Until
Lawrence E. Playford Chief investment officer 2004 Now
Biography Lawrence Playford is Chief investment officer of the U.S. equity value group since 2016 and portfolio manager of JPMorgan’s U.S. equity value group since 2004. He began his investment career in 1993 and has a BBA from the University of Notre Dame and an MBA from Fordham University.
Jonathan K.L. Simon Managing Director 2001 Now
Biography Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management.
Gloria H. Fu Vice President 2006 2019
Biography Gloria Fu, CFA, is the employee of J.P. Morgan Investment Management Inc. since 2002; Managing Director; Member of the U.S. Equity Value Group.
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