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 $15.35  /  −0.52 %
  • Fund Size $37.0M
  • 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 1.11%
  • 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 Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers 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 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Renesas Electronics Corp

5.10 2M
Technology

Nippon Paint Holdings Co Ltd

4.76 2M
Basic Materials

Evolution AB

4.62 2M
Consumer Cyclical

Julius Baer Gruppe AG

4.46 2M
Financial Services

Euronext NV

4.45 2M
Financial Services

CK Hutchison Holdings Ltd

4.42 2M
Industrials

Johnson Controls International PLC Registered Shares

4.26 2M
Industrials

Samsung Electronics Co Ltd DR

4.12 2M
Technology

Icon PLC

4.12 2M
Healthcare

Rexel SA

4.12 2M
Technology

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