LYRAX Mutual Fund

LYRAX Mutual Fund (Lyrical US Value Equity Fund Class A) is managed by Lyrical Funds with $3.9M in net assets. LYRAX expense ratio is 1.24%, holding 34 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2022-07-05.

LYRAX performance shows a YTD return of 15.09%. The 1-year return is 23.15% and the 5-year return is 11.55%. LYRAX dividend yield stands at 4.45%, paid annually.

LYRAX top holdings include Flex Ltd (9.6%), Netapp Inc (5.5%), Ebay Inc. (5.2%), Nxp Semiconductors Nv Sedol B505Pn7 (5.1%), Johnson Controls Intl Plc (4.8%). Go to all LYRAX holdings, LYRAX sectors, or LYRAX dividends.

LYRAX can be compared against other funds. Use LYRAX overlap to find shared positions, or LYRAX vs another fund for a side-by-side view. LYRAX alternatives are available via the screener, along with tax-loss harvesting opportunities.