I have a Retirement Account, Annuity Account, Life Insurance Policy, Group Benefits Policy or Brokerage Account.

I administer my company's Retirement Plan, Group Benefits Plan or LifeComp® policy.

I was hired by an employer to provide administrative services for a Retirement Plan or Group Benefits Plan.

I sell or want to start selling Lincoln products or I am support staff or a sales assistant.

I am a dentist or work in a dental office and need to verify patient eligibility.

Contacts, forms & claims
For you
Employee benefits

Employee benefits brokers

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Client services
800-423-2765, option 4
clientservices@LFG.com

Fund Profile
Fund Performance
Unit Values

Chart
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Overview (as of {{invescoOverlay.fundPortFolioDate}})

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Average Market Cap ${{invescoOverlay.funDetail.averageMarketCap}} M

Price/Book Ratio {{invescoOverlay.funDetail.priceBookRatio}}x
Price/Earnings Ratio {{invescoOverlay.funDetail.priceEarningsRatio}}x
Dividend Yield {{invescoOverlay.funDetail.dividendYield}}%

Top 10 Holdings
Total {{invescoOverlay.totalHolding}}%
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Risk Disclosure(s)

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Inception Date: {{invescoOverlay.fundInceptionDate}}

Performance %
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YTD as of {{invescoOverlay.fundPerformanceData.fullperfData.productPerformance.monthlyPerformanceYtd2Date}} {{invescoOverlay.performanceData.perfValueYtd2}}0
1 Month {{invescoOverlay.performanceData.perfValueOneMonth}}0
3 Month {{invescoOverlay.performanceData.perfValueThreeMonth}}0
1 Year {{invescoOverlay.performanceData.perfValueOneYear}}0
3 Year {{invescoOverlay.performanceData.perfValueThreeYear}}0
5 Year {{invescoOverlay.performanceData.perfValueFiveYear}}0
10 Year {{invescoOverlay.performanceData.perfValueTenYear}} 0
Since Inception{{invescoOverlay.performanceData.perfValueSinceInception}} 0

Risk Disclosure(s)

Fund Inception Date {{invescoOverlay.funDetail.uvInceptionDate}}
Year End {{invescoOverlay.fundPerformanceData.fullperfData.productPerformance.lastUnitValueYearDate}} unit value ${{invescoOverlay.funDetail.unitValueLastYear}}
Daily as of {{invescoOverlay.fundPerformanceData.fullperfData.productPerformance.lastUnitValueDate}} unit value ${{invescoOverlay.funDetail.unitValueYesterday}}

Risk Disclosure(s)

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Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates.

Lincoln products are not a deposit nor FDIC-insured, may go down in value, and are not insured by any federal government agency or guaranteed by any bank or savings association.

Employee benefits brokers

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