LOMAX Mutual Fund

LOMAX Mutual Fund

NAV$19.24
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See the full sector breakdown of LOMAX
Sector concentration, industry allocation and the exact weight of every sector.
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Sector Concentration AnalysisPRO

Top 3 Sectors
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of total portfolio
Concentration Level
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concentration risk
Largest Sector
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

LOMAX Mutual Fund Sector Allocation

LOMAX sector allocation breaks down across Health Care (22.2%), Financials (17.9%), Industrials (11.9%), Consumer Staples (9.9%), Consumer Discretionary (9.8%). Across 52 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

LOMAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

LOMAX by country shows geographic exposure. LOMAX overlap reveals how sector exposure compares with other funds.