Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Lyrical Partners Mutual Funds
View all of Lyrical Partners’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Lyrical Partners Mutual Funds List
1 to 6 of 6 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Lyrical U.S. Value Equity Fund C Class | LYRCX | Mid-Cap Value | 15.67% | 31 | 1.990% | Above Average | Level Load | $1,000 | ||
| Lyrical U.S. Value Equity Fund A Class | LYRAX | Mid-Cap Value | 16.39% | 25 | 1.240% | Above Average | Front Load | $1,000 | ||
| Lyrical U.S. Value Equity Fund Investor Class | LYRBX | Mid-Cap Value | 16.39% | 26 | 1.240% | High | No Load | $2,500 | ||
| Lyrical U.S. Value Equity Fund Institutional Class | LYRIX | Mid-Cap Value | 16.60% | 24 | 0.990% | High | Institutional | $100,000 | ||
| Lyrical International Value Equity Fund Investor Class | LYRNX | Foreign Large Value | 7.15% | 85 | 1.240% | High | No Load | $2,500 | ||
| Lyrical International Value Equity Fund Institutional Class | LYRWX | Foreign Large Value | 7.42% | 85 | 0.990% | High | Institutional | $100,000 |
Lyrical Partners Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States