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Lyrical US Value Equity Institutional (LYRIX)

16.36 Up 0.09(0.55%) Aug 29
Prev Close:16.36
YTD Return*:7.91%
Net Assets*:467.59M
Yield*:0.01%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for LYRIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NOV3.7614.11
SYMC3.76-0.47
SU.TO3.7414.55
AMP3.713.72
EOG3.7129.15

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:467.59M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.45%

Performance & Risk

YTD Return:7.91%
5y Avg Return:N/A
Rank in Category (ytd):3
% Rank in Category (ytd):0.69%
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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