Dow Down 0.92% Nasdaq Down 0.83%

Lyrical US Value Equity Investor (LYRBX)

14.86 Down 0.22(1.46%) Oct 22
Prev Close:15.08
YTD Return*:6.26%
Net Assets*:487.20M
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for LYRBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SYMC3.91-0.34
WDC3.8114.04
CVS3.7211.73
SU.TO3.704.15
CMCSA3.703.16

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:487.2M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:6.26%
5y Avg Return:N/A
Rank in Category (ytd):24
% Rank in Category (ytd):5.42%
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback