LYRIX Mutual Fund
LYRIX Mutual Fund
NAV$33.92
AUM$1.3B
TER0.99%
Holdings34
See how much of LYRIX you already own
LYRIX Mutual Fund
NAV$33.92
Lyrical US Value Equity Fund Institutional Class
AUM$1.3B
TER0.99%
Holdings34
See how much of LYRIX you already own
LYRIX Mutual Fund Overlap Analysis
LYRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LYRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, LYRIX may share significant positions with broad-market funds.
LYRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LYRIX tax-loss harvesting finds highly correlated but non-identical funds.