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    Lyrical US Value Equity Institutional (LYRIX)

    16.33 Up 0.08(0.49%) Mar 27
    Prev Close:16.25
    YTD Return*:3.02%
    Net Assets*:705.57M
    Yield*:0.03%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for LYRIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AVGO5.0728.26
    RTN4.332.67
    WDC4.29-1.73
    SYMC4.24-0.95
    ANTM4.2016.92

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:705.57M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.44%

    Performance & Risk

    YTD Return:3.02%
    5y Avg Return:N/A
    Rank in Category (ytd):30
    % Rank in Category (ytd):1.82%
    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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