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  •  Dow Down 1.65% Nasdaq Down 1.89%

    Lyrical US Value Equity Institutional (LYRIX)

    15.76 Down 0.13(0.82%) Jan 27
    Prev Close:15.89
    YTD Return*:13.90%
    Net Assets*:578.25M
    Yield*:0.03%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for LYRIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AVGO4.42-0.50
    ANTM4.28-0.17
    RTN4.210.41
    CVS4.19-1.26
    SYMC4.15-0.25

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:578.25M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.45%

    Performance & Risk

    YTD Return:13.90%
    5y Avg Return:N/A
    Rank in Category (ytd):15
    % Rank in Category (ytd):0.96%
    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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