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Lyrical US Value Equity Institutional (LYRIX)

16.29 Down 0.15(0.91%) Nov 28
Prev Close:16.44
YTD Return*:8.80%
Net Assets*:525.16M
Yield*:0.01%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for LYRIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AVGO4.6364.94
RTN4.2815.98
WLP4.2138.13
SYMC4.088.78
CVS4.0721.87

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:525.16M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.45%

Performance & Risk

YTD Return:8.80%
5y Avg Return:N/A
Rank in Category (ytd):28
% Rank in Category (ytd):6.29%
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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