Dow Up 0.05% Nasdaq Down 0.08%

Lyrical US Value Equity Investor (LYRBX)

16.26 Up 0.05(0.31%) Aug 26
Prev Close:16.26
YTD Return*:7.77%
Net Assets*:467.59M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for LYRBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AVGO.SI3.6934.27
AET3.6815.77
TEL3.6812.54
JCI3.68-8.17
HTZ3.68-3.00

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:467.59M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:7.77%
5y Avg Return:N/A
Rank in Category (ytd):5
% Rank in Category (ytd):1.15%
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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