About LYRNX
The Lyrical International Value Equity Fund Investor Class is an open-end mutual fund that seeks long-term capital growth by investing primarily in a diversified portfolio of mid-capitalization and large-capitalization companies outside the United States. The fund follows a value-oriented investment strategy, targeting companies traded on developed international market exchanges that exhibit low valuations relative to their long-term normalized earnings. Its portfolio typically comprises 25 to 40 carefully selected stocks, ensuring diversification across sectors, industries, and countries while maintaining a high active share.
Managed by Lyrical Asset Management, this fund emphasizes bottom-up stock selection based on value, quality, and analyzability. The approach generally results in low portfolio turnover, supporting tax efficiency and long average holding periods. Notable portfolio sectors include industrials, technology, financial services, and communication services, with a significant concentration in its top holdings. The fund is categorized as Foreign Large Value, reflecting its focus on established non-U.S. companies with attractive valuations. With an accessible minimum investment, it appeals to investors seeking exposure to international value equities in developed markets, excluding the U.S..
Fund Family Lyrical
Category Foreign Large Value
Performance Rating Low
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol LYRNX
Share Class Investor Class
Index MSCI EAFE NR USD
LYRNX had a total return of 11.54% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.40%.
