Lyrical Value Equity Fund Quote
| LYRIX Fund | USD 28.80 0.01 0.03% |
PerformanceSolid
| Odds Of DistressLow
|
Lyrical Us is trading at 28.80 as of the 19th of July 2025; that is 0.03 percent up since the beginning of the trading day. The fund's open price was 28.79. Lyrical Us has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th 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 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Lyrical Value Equity [LYRIX] is traded in USA and was established 19th of July 2025. Lyrical Us 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. This fund now has accumulated 555.63 M in assets with minimum initial investment of 100 K. Lyrical Value Equity is currently producing year-to-date (YTD) return of 11.82% with the current yeild of 0.0%, while the total return for the last 3 years was 18.98%.
Check Lyrical Us 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
| JCI | Johnson Controls International | Stock | Industrials | |
| AFL | Aflac Incorporated | Stock | Financials | |
| DELL | Dell Technologies | Stock | Information Technology | |
| URI | United Rentals | Stock | Industrials | |
| WDC | Western Digital | Stock | Information Technology | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| LNC | Lincoln National | Stock | Financials | |
| HCA | HCA Holdings | Etf | Health Care |
Lyrical Value Equity Risk Profiles
| Mean Deviation | 0.7409 | |||
| Semi Deviation | 0.5007 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 |
Lyrical Us Against Markets
Other Information on Investing in Lyrical Mutual Fund
Lyrical Us 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 Us security.
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