Morningstar

Lyrical International Value Equity Instl LYRWX

Morningstar Medalist Rating
Medalist Rating as of | See Lyrical Partners Investment Hub
  • NAV / 1-Day Return 12.65  /  −0.08 %
  • Total Assets 13.3 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.42%
  • Turnover 40%

USD | NAV as of Oct 01, 2024 | 1-Day Return as of Oct 01, 2024, 10:21 PM GMT+0

Morningstar’s Analysis LYRWX

Will LYRWX 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 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.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Lyrical International Value Equity Instl to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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 46.6
Top 10 Holdings
% Portfolio Weight
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