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    Lyrical US Value Equity Investor (LYRBX)

    16.92 Down 0.02(0.12%) May 22
    Prev Close:16.94
    YTD Return*:1.79%
    Net Assets*:704.99M
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for LYRBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AVGO6.0020.83
    ANTM4.9624.50
    AET4.7823.48
    RTN4.27-0.46
    TEL4.279.87

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:704.99M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.70%

    Performance & Risk

    YTD Return:1.79%
    5y Avg Return:N/A
    Rank in Category (ytd):50
    % Rank in Category (ytd):3.06%
    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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