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 25, 2023 Index Level 3-Month 6-Month 1-Year YTD
Price Return 8,283.0 9.6% 10.1% 5.7% 8.3%
Total Return 15,605.8 10.3% 11.7% 9.0% 8.4%
Net Total Return 12,912.6 10.1% 11.2% 8.0% 8.3%
Index Level 8,283.0
3-Month 9.6%
6-Month 10.1%
1-Year 5.7%
YTD 8.3%
Index Level 15,605.8
3-Month 10.3%
6-Month 11.7%
1-Year 9.0%
YTD 8.4%
Index Level 12,912.6
3-Month 10.1%
6-Month 11.2%
1-Year 8.0%
YTD 8.3%

As of January 25, 2023

Characteristics

Index Symbol (Price Return) LUSVI
Index Symbol (Total Return) LUSVIT
Index Symbol (Net Total Return) LUSVIN
Number of Constituents 200
Market Capitalization $5.09 Trillion
Adjusted Market Capitalization $101 Million
Rebalancings Quarterly
Dividend Yield 2.6%

Composition

Top Index Constituents
As of February 6, 2023

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