LOMAX Mutual Fund

LOMAX Mutual Fund (Edgar Lomax Value Fund Investor Class) is managed by The Edgar Lomex Company with $169.3M in net assets. LOMAX expense ratio is 0.67%, holding 53 positions across sectors including Health Care, Financials, Consumer Discretionary. Inception date: 1997-12-12.

LOMAX performance shows a YTD return of 19.78%. The 1-year return is 25.87% and the 5-year return is 11.33%. LOMAX dividend yield stands at 2.32%, paid annually.

LOMAX top holdings include TARGET CORP (6.8%), Chevron Corp (5.1%), Unitedhealth Group Incorporated (4.9%), Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (4.1%), Cvs Health Corp (4.0%). Go to all LOMAX holdings, LOMAX sectors, or LOMAX dividends.

LOMAX can be compared against other funds. Use LOMAX overlap to find shared positions, or LOMAX vs another fund for a side-by-side view. LOMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.