About LYRIX
The Lyrical U.S. Value Equity Fund Institutional Class is a mutual fund specializing in value-oriented equity investments across mid-capitalization and large-capitalization U.S. companies. Its primary objective is long-term capital growth by focusing on stocks with low valuations relative to their normalized earnings. The fund typically maintains a concentrated portfolio, holding approximately 33 stocks selected from the largest 1,000 U.S. public companies, ensuring both sector diversification and meaningful active positions. Stock selection emphasizes value, quality, and analyzability through a rigorous bottom-up process. The fund exhibits a high active share, often exceeding 95%, and maintains relatively low turnover, contributing to its tax efficiency. Major industry exposures include industrials, technology, financial services, energy, utilities, and healthcare, with substantial weights in established names like United Rentals, Fidelity National Information Services, and Uber Technologies. The Lyrical U.S. Value Equity Fund Institutional Class serves institutional investors seeking an actively managed, U.S. equity value strategy, and is recognized for its disciplined investment process and differentiated approach within the mid-cap value segment of the market.
Fund Family Lyrical
Category Mid-Cap Value
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol LYRIX
Share Class Institutional Class
Index S&P 500 TR
LYRIX had a total return of 10.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.92%.
