Dow Up 0.08% Nasdaq Down 0.30%

Lyrical US Value Equity Investor (LYRBX)

16.13 Down 0.09(0.55%) Sep 19
Prev Close:16.22
YTD Return*:12.37%
Net Assets*:506.42M
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for LYRBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NOV3.7619.05
SYMC3.764.88
SU.TO3.7415.91
AMP3.7112.50
EOG3.7128.76

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:506.42M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:12.37%
5y Avg Return:N/A
Rank in Category (ytd):7
% Rank in Category (ytd):1.58%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks long-term capital growth. The fund invests principally in a diversified portfolio of common stock of mid-capitalization and large-capitalization companies with low valuations relative to their long-term normalized earnings. It normally invests at least 80% of net assets plus the amount of any borrowings for investment purposes in common stocks traded on a United States securities exchange. View More
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