Morningstar

Lyrical International Value Equity Fund Institutional Class LYRWX

Morningstar Medalist Rating
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Medalist Rating as of See Lyrical Partners Investment Hub
  • NAV / 1-Day Return $15.15  /  −4.24 %
  • Fund Size $26.9M
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 1.040%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 1.10%
  • Turnover Ratio 109%
NAV and 1-Day Return as of

Morningstar’s Analysis LYRWX

Will LYRWX outperform in the 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 LYRWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LYRWX 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 LYRWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lyrical International Value Equity Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LYRWX

More LYRWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Renesas Electronics Corp

5.56 2M
Technology

Nippon Paint Holdings Co Ltd

4.90 2M
Basic Materials

Johnson Controls International PLC Registered Shares

4.74 2M
Industrials

CK Hutchison Holdings Ltd

4.45 2M
Industrials

Samsung Electronics Co Ltd DR

4.44 2M
Technology

Julius Baer Gruppe AG

4.40 2M
Financial Services

Icon PLC

4.40 2M
Healthcare

Euronext NV

4.38 2M
Financial Services

Evolution AB

4.31 2M
Consumer Cyclical

AerCap Holdings NV

4.17 2M
Industrials

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