LYRAX Mutual Fund
LYRAX Mutual Fund
NAV$34.05
AUM$4M
TER1.24%
Holdings32
LYRAX Mutual Fund
NAV$34.05
Lyrical US Value Equity Fund Class A
AUM$4M
TER1.24%
Holdings32
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 32 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.