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    Lyrical US Value Equity Investor (LYRBX)

    16.73 Down 0.11(0.65%) Apr 24
    Prev Close:16.73
    YTD Return*:1.67%
    Net Assets*:714.36M
    Yield*:N/A

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for LYRBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AVGO5.9225.27
    ANTM4.5923.03
    AET4.3620.59
    TEL4.1912.84
    RTN4.140.64

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:714.36M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.70%

    Performance & Risk

    YTD Return:1.67%
    5y Avg Return:N/A
    Rank in Category (ytd):32
    % Rank in Category (ytd):1.96%
    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 its 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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