Edgar Lomax Value Fd

LOMAX · NASDAQ

Market closed$18.49$-0.070000 (-0.38%)

Key statistics

Previous close$18.56

Open$18.49

Day high$18.49

Day low$18.49

52-week high$18.56

52-week low$15.41

Market cap119.91M

Volume—

Average volume—

P/E ratio20.57

Forward P/E—

EPS0.90

Dividend yield0.00%

Market context

Why it moved

LOMAX experienced a modest decline likely driven by broader market softness and low trading volume, as no specific company-related news was identified to account for the minor price dip.

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What is happening

Recent company-specific developments and publisher coverage.

No recent company-specific updates are available.

Peers

S&P 500SPX · $7,457.69-1.01%

Alger Balanced Portfolio Class I-2ABLOX · $24.75-0.64%

Tributary Balanced Fd InstlFOBAX · $20.76-0.57%

Hennessy Cornerstone Large Growth Fd Inv ClHFLGX · $12.83+0.08%

Lazard Developing Markets Equity Pft Open ShsLDMOX · $21.48-1.78%

Lazard US Small-Mid Cap Equity Portfolio Open SharesLZCOX · $11.87-0.67%

Lazard International Equity Select Open ShsLZESX · $14.45-0.96%

Lazard US Equity Select Portfolio Open SharesLZUOX · $18.28-0.92%

Aggressive Growth Portfolio Class IPAGRX · $153.33-0.65%

Voya Credit Income AXSIAX · $9.220.00%

Company profile

The Edgar Lomax Value Fund (LOMAX) is a no-load, open-end equity mutual fund launched on December 12, 1997, and managed by The Edgar Lomax Company, a Virginia-based asset management firm providing investment services to individual and institutional investors since 1986. The fund seeks long-term capital growth with some income by investing primarily in large-capitalization, well-recognized U.S. companies believed to be undervalued, with the portfolio typically comprising 45 to 55 stocks selected from the S&P 500 based on low price-to-earnings and price-to-book ratios, high or stable dividend yields, and conservative balance sheets. At least 85% of total assets are committed to equity securities — including common stocks, convertible securities, ETFs, rights, and warrants — and the fund is expected to maintain a minimum 20% exposure to constituents of the S&P 100 Index. With a market capitalization of approximately $118 million and a net expense ratio of 0.71%, LOMAX benchmarks its performance against the S&P 500 Index, the S&P 500 Value Index, and the Lipper Large-Cap Value Funds Index, with top holdings including CVS Health, Verizon Communications, Johnson & Johnson, Merck, and Coca-Cola.

Symbol: LOMAX
Exchange: NASDAQ
Sector: Financial Services
Industry: Asset Management
Employees: 0
Country: US
IPO date: 1997-12-12
Website: edgarlomax.com

Analyst consensus

hold

0 ratings

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