Lyrical U.S. Value Index

Designed to identify 200 stocks from a universe of potential investment candidates comprising the top 1,000 US NYSE- or NASDAQ-listed stocks by market capitalization, based on one-year-forward median analyst-projected price-to-earnings ratios.

As January 30, 2024 Index Level 3-Month 6-Month 1-Year YTD
Price Return 8,750.7 19.7% 5.8% 5.7% 0.4%
Total Return 17,000.1 20.7% 7.5% 8.9% 0.5%
Net Total Return 13,943.2 20.4% 7.0% 8.0% 0.5%
Index Level 8,750.7
3-Month 19.7%
6-Month 5.8%
1-Year 5.7%
YTD 0.4%
Index Level 17,000.1
3-Month 20.7%
6-Month 7.5%
1-Year 8.9%
YTD 0.5%
Index Level 13,943.2
3-Month 20.4%
6-Month 7.0%
1-Year 8.0%
YTD 0.5%

As of January 30, 2024

Characteristics

Index Symbol (Price Return) LUSVI
Index Symbol (Total Return) LUSVIT
Index Symbol (Net Total Return) LUSVIN
Number of Constituents 200
Market Capitalization $5.98 Trillion
Adjusted Market Capitalization $5.68 Trillion
Rebalancings Quarterly
Dividend Yield 2.80%

Composition

Top Index Constituents
As of February 26, 2024

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