Lyrical Value Equity Fund Quote
LYRCX Fund | USD 28.20 0.29 1.02% |
PerformanceSolid
| Odds Of DistressLow
|
Lyrical Value is trading at 28.20 as of the 14th of July 2025; that is 1.02 percent down since the beginning of the trading day. The fund's open price was 28.49. Lyrical Value has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. The performance scores are derived for the period starting the 15th of April 2025 and ending today, the 14th of July 2025. Click here to learn more.
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 percent of its net assets plus the amount of any borrowings for investment purposes in common stocks traded on a United States securities exchange.. More on Lyrical Value Equity
Moving together with Lyrical Mutual Fund
Lyrical Mutual Fund Highlights
Fund Concentration | Lyrical Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Lyrical (View all Sectors) |
Update Date | 30th of June 2025 |
Lyrical Value Equity [LYRCX] is traded in USA and was established 14th of July 2025. Lyrical Value is listed under Lyrical category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Lyrical family. Lyrical Value Equity now has accumulated 623.98 M in assets with minimum initial investment of 1 K.
Check Lyrical Value Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lyrical Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lyrical Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lyrical Value Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lyrical Value Equity Mutual Fund Constituents
AMP | Ameriprise Financial | Stock | Financials | |
AVGO | Broadcom | Stock | Information Technology | |
CI | Cigna Corp | Stock | Health Care | |
CNC | Centene Corp | Stock | Health Care | |
GPN | Global Payments | Stock | Financials | |
HCA | HCA Holdings | Etf | Health Care | |
UBER | Uber Technologies | Stock | Industrials | |
URI | United Rentals | Stock | Industrials |
Lyrical Value Equity Risk Profiles
Mean Deviation | 0.9891 | |||
Semi Deviation | 0.7145 | |||
Standard Deviation | 1.65 | |||
Variance | 2.74 |
Lyrical Value Against Markets
Other Information on Investing in Lyrical Mutual Fund
Lyrical Value financial ratios help investors to determine whether Lyrical Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lyrical with respect to the benefits of owning Lyrical Value security.
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Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |