LOMAX Mutual Fund

LOMAX Mutual Fund (Edgar Lomax Value Fund Investor Class) is managed by The Edgar Lomex Company with $162.8M in net assets. LOMAX expense ratio is 0.67%, holding 53 positions across sectors including Health Care, Financials, Industrials. Inception date: 1997-12-12.

LOMAX performance shows a YTD return of 11.03%. The 1-year return is 17.90% and the 5-year return is 11.09%. LOMAX dividend yield stands at 2.50%.

LOMAX top holdings include TARGET CORP (6.1%), Unitedhealth Group Incorporated (5.4%), Chevron Corp (4.8%), Cvs Health Corp (4.8%), Fedex Corp (4.2%). 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.