Lyrical U.S. Value Equity Fund

U.S. News evaluated 112 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 39.76 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 10.4%
1 Year 39.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital growth. The fund invests principally in a diversified portfolio of common stock of mid-capitalization and large-capitalization companies with low valuations relative to their long-term normalized earnings. It normally invests at least 80% of net assets plus the amount of any borrowings for investment purposes in common stocks traded on a United States securities exchange.

Fees

Fees are Low compared to funds in the same category.
Lyrical U.S. Value Equity Fund has an expense ratio of 1.45 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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