Edgar Lomax Financials
| LOMAX Fund | USD 15.23 0.09 0.59% |
Edgar |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Edgar Lomax Fund Summary
Edgar Lomax competes with Nationwide Small, Nationwide International, Nationwide Mid, Nationwide, and Nationwide Fund. The fund invests primarily in large, well-recognized companies. The advisor expects the funds portfolio to hold at least 20 percent of the stocks comprising the Standard Poors 100 Index, a capitalization-weighted index of 100 stocks from a broad range of industries. The fund will invest at least 85 percent of its total assets in equity securities, consisting of common stocks and other securities which have the characteristics of common stocks, including, but not limited to, convertible securities, ETFs, rights and warrants.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0079898823 |
| Business Address | US Bancorp Fund |
| Mutual Fund Family | Edgar Lomax |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 866 205 0524 |
| Currency | USD - US Dollar |
Edgar Lomax Key Financial Ratios
Edgar Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Edgar Lomax's current stock value. Our valuation model uses many indicators to compare Edgar Lomax value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Edgar Lomax competition to find correlations between indicators driving Edgar Lomax's intrinsic value. More Info.Edgar Lomax Value is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Edgar Lomax Value is roughly 7.59 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Edgar Lomax's earnings, one of the primary drivers of an investment's value.Edgar Lomax Value Systematic Risk
Edgar Lomax's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Edgar Lomax volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Edgar Lomax Value correlated with the market. If Beta is less than 0 Edgar Lomax generally moves in the opposite direction as compared to the market. If Edgar Lomax Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Edgar Lomax Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Edgar Lomax is generally in the same direction as the market. If Beta > 1 Edgar Lomax moves generally in the same direction as, but more than the movement of the benchmark.
Edgar Lomax March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Edgar Lomax help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Edgar Lomax Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Edgar Lomax Value based on widely used predictive technical indicators. In general, we focus on analyzing Edgar Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Edgar Lomax's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8148 | |||
| Information Ratio | 0.1334 | |||
| Maximum Drawdown | 3.84 | |||
| Value At Risk | (1.17) | |||
| Potential Upside | 1.05 |
Other Information on Investing in Edgar Mutual Fund
Edgar Lomax financial ratios help investors to determine whether Edgar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Edgar with respect to the benefits of owning Edgar Lomax security.
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