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 Dow Down 0.08% Nasdaq Down 0.83%
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Lyrical US Value Equity Institutional (LYRIX)

15.08 Up 0.07(0.47%) Apr 22
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Prev Close:15.08
YTD Return*:3.16%
Net Assets*:235.01M
Yield*:0.01%

* As of 31-Mar-14

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

Headlines

» More Headlines for LYRIX

Top Holdings

Symbol% AssetsYTD Return %
AER3.6810.40
AVGO.SI3.5123.53
EOG3.4618.06
DTV3.4612.54
CVS3.414.18

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:235.01M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.45%

Performance & Risk

YTD Return:3.16%
5y Avg Return:N/A
Rank in Category (ytd):51
% Rank in Category (ytd):11.83%
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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