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Morningstar

Lyrical US Value Equity Institutional LYRIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 19.84  /  0.20 %
  • Total Assets 734.1 Mil
  • Adj. Expense Ratio
    0.130%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.40%
  • Turnover 14%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LYRIX

Will LYRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LYRIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LYRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LYRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Lyrical US Value Equity Institutional's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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