LYRVX Mutual Fund Analysis & Holdings | MarketXLS

LYRVX Mutual Fund

NAV$14.35

AUM$7,872.23

TER1.24%

Holdings30

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LYRVX Mutual Fund

NAV$14.35

Lyrical International Value Equity Fund Class A

AUM$7,872.23

TER1.24%

Holdings30

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LYRVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LYRVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LYRVX Mutual Fund Overlap Analysis

LYRVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LYRVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, LYRVX may share significant positions with broad-market funds.

LYRVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LYRVX tax-loss harvesting finds highly correlated but non-identical funds.