LYRBX Mutual Fund

LYRBX Mutual Fund (Lyrical US Value Equity Fund) is managed by Lyrical Funds with $13.7M in net assets. LYRBX expense ratio is 1.24%, holding 34 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2014-02-24.

LYRBX performance shows a YTD return of 15.12%. The 1-year return is 23.16% and the 5-year return is 10.79%. LYRBX dividend yield stands at 4.47%, paid annually.

LYRBX 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 LYRBX holdings, LYRBX sectors, or LYRBX dividends.

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