LYRIX – Fund Analysis – Lyrical US Value Equity Institutional | Morningstar

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Will LYRIX outperform in future?

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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.

This strategy can be volatile.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

Lyrical U.S. Value shows some signs of promise.

by Katie Rushkewicz Reichart

Rated on Feb 2, 2024 Published on Feb 2, 2024

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