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.
- NAV / 1-Day Return 19.84 / 0.20 %
- Total Assets 734.1 Mil
Adj. Expense Ratio
- 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%
Morningstar’s Analysis LYRIX
Will LYRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.