Lyrical U.S. Value Equity Fund Institutional Class (LYRIX) Research

The fund primarily focuses its investments on a diverse collection of common stocks. These equities belong to companies with mid-to-large market capitalizations, which are specifically chosen for their attractive valuations relative to their consistent, long-term earnings potential. Typically, at least 80% of the fund's net assets, alongside any borrowed capital used for investment, will be allocated to common shares listed on U.S. stock exchanges.

Market snapshot

Symbol
LYRIX
Price
$32.28
Day change
+0.81%
Market cap
$1.2B
52-week range
26.13-32.93
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG River Road Small Cap Value Fund - Class N (ARSVX)
  • Artisan Small Cap Fund Inv Shs (ARTSX)
  • Goldman Sachs Mid Cap Growth Fund Class A Shares (GGOAX)
  • Gotham Index Plus Investor (GNNDX)
  • Glenmede Small Cap Equity Portfolio (GTSCX)
  • Needham Aggressive Growth Fund Retail Class (NEAGX)
  • Voya Large-Cap Growth Fund - I (PLCIX)
  • Virtus Ceredex Mid-Cap Value Equity Fund I (SMVTX)

Open Lyrical U.S. Value Equity Fund Institutional Class (LYRIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.