About LYRWX
Lyrical International Value Equity Fund Institutional Class is an actively managed mutual fund that aims for long-term capital growth by investing primarily in a diversified portfolio of common stocks outside the United States. The fund focuses on mid- and large-cap companies from developed international markets, employing a concentrated approach that typically holds 25 to 40 stocks selected from the largest 1,500 non-U.S. firms. This bottom-up selection strategy emphasizes value, quality, and analyzability, seeking attractively priced businesses with strong fundamentals. The fund is characterized by high active share, relatively low portfolio turnover, and robust sector and country diversification. Its holdings span sectors such as technology, industrials, financial services, communication services, and energy, with no exposure to consumer staples, materials, or real estate. Designed for institutional investors, the fund requires a significant minimum investment and maintains an expense ratio that is competitive for its category. By offering exposure to foreign large-value equities, the fund plays a role in diversifying portfolios and providing access to international growth opportunities within the broader equity market.
Fund Family Lyrical
Category Foreign Large Value
Stock Exchange NASDAQ
Ticker Symbol LYRWX
Share Class Institutional Class
Index MSCI EAFE NR USD
LYRWX had a total return of 25.69% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.66%.
