LYRIX Mutual Fund
NAV$32.76
AUM$1.3B
TER0.99%
Holdings32
LYRIX Mutual Fund
NAV$32.76
Lyrical US Value Equity Fund Institutional Class
AUM$1.3B
TER0.99%
Holdings32

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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 32 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.