LOMAX ETF (Edgar Lomax Value Fund Investor Class) is managed by The Edgar Lomex Company with $154.8M in net assets. LOMAX expense ratio is 0.71%, holding 53 positions across sectors including Health Care, Financials, Industrials. Inception date: 1997-12-12.

LOMAX performance shows a YTD return of 9.06%. The 1-year return is 20.24% and the 5-year return is 12.49%. LOMAX dividend yield stands at 5.76%, paid annually.

LOMAX top holdings include Cvs Health Corp. (5.5%), Johnson & Johnson (4.9%), International Business Machines Corp. (4.2%), Verizon Communications Inc Vz (4.1%), Merck & Company Inc (3.8%). View all LOMAX holdings, sector breakdown, or dividend history.

LOMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LOMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.