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 Funds List
Share Class Type
1 to 8 of 8 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Lyrical US Value Equity A | LYRAX | Mid-Cap Value | 7.53% | 29 | 1.240% | Above Average | Front Load | $1,000 | ||
| Lyrical US Value Equity C | LYRCX | Mid-Cap Value | 7.23% | 35 | 1.990% | Above Average | Level Load | $1,000 | ||
| Lyrical US Value Equity Institutional | LYRIX | Mid-Cap Value | 7.64% | 28 | 0.990% | Above Average | Institutional | $100,000 | ||
| Lyrical US Value Equity Investor | LYRBX | Mid-Cap Value | 7.56% | 28 | 1.240% | Above Average | No Load | $2,500 | ||
| Lyrical International Value Equity A | LYRVX | Foreign Large Value | 4.73% | 80 | 1.240% | Above Average | Front Load | $1,000 | ||
| Lyrical International Value Equity C | LYRZX | Foreign Large Value | 4.40% | 84 | 1.990% | Above Average | Level Load | $1,000 | ||
| Lyrical International Value Equity Instl | LYRWX | Foreign Large Value | 4.82% | 78 | 0.990% | High | Institutional | $100,000 | ||
| Lyrical International Value Equity Inv | LYRNX | Foreign Large Value | 4.65% | 81 | 1.240% | High | No Load | $2,500 |
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