Morningstar

Lyrical U.S. Value Equity Fund Investor Class LYRBX

Medalist Rating as of Apr 27, 2026 See Lyrical Partners Investment Hub

Strategy

The investment seeks to achieve long-term capital growth. The fund invests principally in a diversified portfolio of common stock of mid-capitalization and large-capitalization companies with low valuations relative to their long-term normalized earnings. It normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in common stocks traded on a United States securities exchange.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LYRBX	Lyrical U.S. Value Equity Fund Investor Class	No Load	Open			Feb 24, 2014	$14.64M	1.240%	High	$2,500	$1.42M
LYRIX	Lyrical U.S. Value Equity Fund Institutional Class	Institutional	Open			Feb 4, 2013	$1.29B	0.990%	High	$100,000	−$21.52M
LYRAX	Lyrical U.S. Value Equity Fund A Class	Front Load	Open			Jul 5, 2022	$4.19M	1.240%	Above Average	$1,000	$2.62M
LYRCX	Lyrical U.S. Value Equity Fund C Class	Level Load	Open			Jul 5, 2022	$5.58M	1.990%	Above Average	$1,000	$697,939.36

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