LYRAX Mutual Fund
LYRAX Mutual Fund
NAV$33.30
AUM$4M
TER1.24%
Holdings34
See how much of LYRAX you already own
LYRAX Mutual Fund
NAV$33.30
Lyrical US Value Equity Fund Class A
AUM$4M
TER1.24%
Holdings34
See how much of LYRAX you already own
LYRAX Mutual Fund Overlap Analysis
LYRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LYRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, LYRAX may share significant positions with broad-market funds.
LYRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LYRAX tax-loss harvesting finds highly correlated but non-identical funds.