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LYRIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
547.72M

LYRIX Lyrical US Value Equity Institutional Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom (NASDAQ:AVGO), Uber Technologies (NYSE:UBER), Cigna Group (The) (NYSE:CI), Suncor Energy (NYSE:SU), United Rentals (NYSE:URI), Expedia Group (NASDAQ:EXPE).

Industry description

The investment seeks to achieve 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 its net assets plus the amount of any borrowings for investment purposes in common stocks traded on a United States securities exchange.

Market Cap

The average market capitalization across the Lyrical US Value Equity Institutional MF is 46.66B. The market cap for tickers in the group ranges from 11.56B to 342.19B. AVGO holds the highest valuation in this group at 342.19B. The lowest valued company is FLEX at 11.56B.

Volume

The average weekly volume growth across all stocks in the Lyrical US Value Equity Institutional MF was -47%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 47
P/E Growth Rating: 44
Price Growth Rating: 41
SMR Rating: 62
Profit Risk Rating: 60
Seasonality Score: -9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
ULTIMUS MANAGERS TRUST(LYRICAL)405 Park Avenue, Floor 6New York
Phone
N/A
Web
www.lyricalpartners.com/
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LYRIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, LYRIX has been closely correlated with JVMRX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if LYRIX jumps, then JVMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LYRIX
1D Price
Change %
LYRIX100%
-0.25%
JVMRX - LYRIX
87%
Closely correlated
-0.12%
JVMCX - LYRIX
87%
Closely correlated
-0.12%
JVMTX - LYRIX
82%
Closely correlated
-0.12%
JVMSX - LYRIX
81%
Closely correlated
-0.12%
JVMAX - LYRIX
80%
Closely correlated
-0.12%
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