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LYRDX Lyrical US Hedged Value Investor

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Fund LYRDX Lyrical US Hedged Value Investor FMLSX Wasatch Long/Short Investor  
100% 86%
Annual Fees
(2.01% Exp. Ratio)
(1.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
$16,549.12 $20,551.18
Est. savings over 30 yrs +$4,002.06
As of 9/30/16
1 YR RETURN 2.42%
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.38%
3 YR -1.27%
5 YR 5.19%
10 YR 4.22%
The investment seeks to achieve long-term capital growth. The fund pursues its investment objective by investing under normal circumstances in liquid long and short equity positions in an attempt to benefit from rising markets and hedge against falling markets. The fund managers consider liquid equity securities to be those securities which can be sold or disposed of in the ordinary course of business within seven days at approximately the value ascribed by the fund and are the opposite of "illiquid securities."
The investment seeks capital appreciation. The fund invests primarily in equity securities by maintaining long equity positions and short equity positions. It invests the fund's assets in the equity securities of companies with market capitalizations of at least $100 million at the time of purchase that the managers have identified as being undervalued and the managers will sell short those securities that the managers have identified as being overvalued. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology and materials.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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