Lyrical U.S. Value Equity Fund Class C (LYRCX)

Overview

The mentioned investment fund primarily concentrates on accumulating a diverse portfolio that consists mainly of common stock from mid-capitalization and large-capitalization companies. These target companies are recognized for their low valuations in comparison to their long-term normalized earnings, presenting a potentially valuable investment opportunity. The fund is designed to adhere to a strategy that commits at least 80% of its net assets, along with any borrowings destined for investment purposes, to invest in common stocks that are actively traded on United States securities exchanges. This focused approach positions the fund to potentially harness growth and value from its select investments in the mid to large market cap segments.

Products and Services

• Diversified Portfolio of Mid-Cap and Large-Cap Stocks

  This service involves creating and managing a diversified investment portfolio comprising mostly mid-capitalization and large-capitalization companies' stocks. The selection criterion for these stocks is their low valuation relative to their long-term normalized earnings, aiming to optimize potential returns for investors while managing risks associated with stock market investments.

• Common Stocks Traded on U.S. Securities Exchange

  The fund invests at least 80% of its net assets, in addition to any borrowed funds intended for investment purposes, into common stocks. These stocks are carefully selected from those traded on major United States securities exchanges, ensuring the fund’s investments are liquid and governed under U.S. securities regulations. This strategy facilitates investor access to a portfolio of regulated, transparent, and potentially high-value investments in the U.S. stock market.