LOMAX Mutual Fund

LOMAX Mutual Fund (Edgar Lomax Value Fund Investor Class) is managed by The Edgar Lomex Company with $170.6M in net assets. LOMAX expense ratio is 0.67%, holding 52 positions across sectors including Health Care, Financials, Industrials. Inception date: 1997-12-12.

LOMAX performance shows a YTD return of 15.28%. The 1-year return is 28.50% and the 5-year return is 11.22%. LOMAX dividend yield stands at 5.45%, paid annually.

LOMAX top holdings include Target Corp-1477 (5.8%), Unitedhealth Group Incorporated (5.7%), Cvs Health Corp. (4.9%), Fedex Corp (4.5%), Chevron Corp (4.3%). 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.