Lyrical U.S. Value Equity Fund (LYRBX) Research
The fund primarily focuses its investments on a diversified selection of equity shares from companies across the mid- and large-capitalization spectrum. These firms are chosen due to their attractive market valuations when measured against their normalized long-term earning potential. A fundamental policy dictates that no less than 80% of the fund's net assets, augmented by any borrowed capital used for investment, will be allocated to common stocks publicly traded on U.S. securities exchanges.
Market snapshot
- Symbol
- LYRBX
- Price
- $31.97
- Day change
- +0.82%
- Market cap
- $1.2B
- 52-week range
- 25.9-32.62
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG River Road Small Cap Value Fund (ARSIX)
- Ave Maria Rising Dividend Fund (AVEDX)
- Ave Maria Growth Fund (AVEGX)
- Goldman Sachs U.S. Equity Insights Fund (GSSQX)
- NexPoint Merger Arbitrage Fund (HMEZX)
- Marsico Focus Fund (MFOCX)
- Needham Aggressive Growth Fund (NEAIX)
- T. Rowe Price Financial Services Fund (PRISX)
Open Lyrical U.S. Value Equity Fund (LYRBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.