LYRBX Mutual Fund
LYRBX Mutual Fund
NAV$33.29
AUM$15M
TER1.24%
Holdings34
See how much of LYRBX you already own
LYRBX Mutual Fund
NAV$33.29
Lyrical US Value Equity Fund
AUM$15M
TER1.24%
Holdings34
See how much of LYRBX you already own
LYRBX Mutual Fund Overlap Analysis
LYRBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LYRBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, LYRBX may share significant positions with broad-market funds.
LYRBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LYRBX tax-loss harvesting finds highly correlated but non-identical funds.