LYRBX : Lyrical U.S. Value Equity Fund Investor Class

LYRBX is a US Stocks Market Large Value with HIGH fees.

LYRBX

Lyrical U.S. Value Equity Fund Investor Class

FI Score

28 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

28% FI Score
  • lyrbx
  • Mutual Fund
  • US Stocks
  • Large Value

Lyrical U.S. Value Equity Fund Investor Class

Expenses: 1.70% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to achieve 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 its net assets plus the amount of any borrowings for investment purposes in common stocks traded on a United States securities exchange.

Largest Holdings

Amount Holding
5.63% United Rentals Inc
5.21% HCA Healthcare Inc
4.97% Broadcom Inc
4.96% Western Digital Corp
4.93% Dell Technologies Inc Class C
4.83% Celanese Corp Class A
4.61% Crown Holdings Inc
4.48% Ameriprise Financial Inc
4.39% XPO Logistics Inc
4.15% Suncor Energy Inc
4.07% Lincoln National Corp
4.06% Whirlpool Corp
3.68% EOG Resources Inc
3.66% Assurant Inc
3.28% Berry Global Group Inc
2.94% Quanta Services Inc
2.92% Arrow Electronics Inc
2.84% Flex Ltd
2.83% AerCap Holdings NV
2.60% Synnex Corp
2.10% Hanesbrands Inc
2.05% Affiliated Managers Group Inc
2.00% Qurate Retail Inc Class A
1.85% Air Lease Corp Class A
1.62% Univar Solutions Inc

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