Edgar Lomax Value Fund Quote
| LOMAX Fund | USD 15.29 0.01 0.07% |
PerformanceGood
| Odds Of DistressLow
|
Edgar Lomax is trading at 15.29 as of the 20th of March 2025; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 15.28. Edgar Lomax has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
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. More on Edgar Lomax Value
Moving together with Edgar Mutual Fund
Edgar Mutual Fund Highlights
| Fund Concentration | Edgar Lomax Funds, Large Value Funds, Large Value, Edgar Lomax (View all Sectors) |
| Update Date | 31st of March 2025 |
Edgar Lomax Value [LOMAX] is traded in USA and was established 20th of March 2025. Edgar Lomax is listed under Edgar Lomax category by Fama And French industry classification. The fund is listed under Large Value category and is part of Edgar Lomax family. This fund now has accumulated 87.27 M in assets with minimum initial investment of 2.5 K. Edgar Lomax Value is currently producing year-to-date (YTD) return of 4.41% with the current yeild of 0.03%, while the total return for the last 3 years was 6.9%.
Check Edgar Lomax Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Edgar Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Edgar Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Edgar Lomax Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Edgar Lomax Value Mutual Fund Constituents
| DOW | Dow Inc | Stock | Materials | |
| SO | Southern Company | Stock | Utilities | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund | |
| T | ATT Inc | Stock | Communication Services |
Edgar Lomax Value Risk Profiles
| Mean Deviation | 0.6563 | |||
| Standard Deviation | 0.8734 | |||
| Variance | 0.7628 | |||
| Risk Adjusted Performance | (0.02) |
Edgar Lomax Against Markets
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.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |