Webinars Original broadcast details
Date: Thursday, July 13, 2023
Executive Summary
At the halfway point of 2023, we believe Lyrical is having a deceptively good year.
It may not seem that good on the surface since we are trailing the S&P 500 and S&P 500 Value, but the returns of both those indices have been largely driven by a handful of mega-cap growth stocks. Excluding those stocks, our U.S. composites have materially outperformed the rest of the stocks in those indexes this year. We are also outperforming 94% of our Morningstar peer group with our LYRIX mutual fund’s first half returns ranked in the 6th percentile.
Menu
