LOMAX Mutual Fund (Edgar Lomax Value Fund Investor Class) is managed by The Edgar Lomex Company with $172.2M in net assets. LOMAX expense ratio is 0.67%, holding 52 positions across sectors including Financials, Health Care. Inception date: 1997-12-12.

LOMAX performance shows a YTD return of 9.67%. The 1-year return is 21.85% and the 5-year return is 9.92%. LOMAX dividend yield stands at 5.73%, paid annually.

LOMAX top holdings include Invesco Short-Term Investments Trust Treasury Portfolio Institutional Class (3.0%), Bank Of America Corp. (1.4%), American International Group Inc (1.3%), Amgen Inc. (1.1%), Abbott Laboratories (1.1%). 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.