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 Dow Down 0.19% Nasdaq Up 0.45%

Lyrical US Value Equity Institutional (LYRIX)

16.05 Down 0.22(1.35%) Jul 29
Prev Close:16.05
YTD Return*:10.39%
Net Assets*:391.16M
Yield*:0.01%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for LYRIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AVGO.SI3.6941.06
AET3.6820.29
TEL3.6815.95
JCI3.680.23
HTZ3.68-0.24

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:391.16M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.45%

Performance & Risk

YTD Return:10.39%
5y Avg Return:N/A
Rank in Category (ytd):10
% Rank in Category (ytd):2.29%
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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