Edgar Lomax Value Fd (LOMAX) Research
The Edgar Lomax Value Fund primarily directs its capital towards well-established, large-capitalization companies. Its investment advisor anticipates that the portfolio will consistently maintain exposure to a minimum of 20% of the constituent companies found within the Standard & Poor's (S&P) 100 Index, a market-capitalization-weighted benchmark composed of 100 leading firms across diverse industrial sectors. Furthermore, the fund is mandated to commit at least 85% of its total assets to equity instruments. These encompass not only conventional common stocks but also a range of other securities that share characteristics with common stock, such as convertible securities, exchange-traded funds (ETFs), rights, and warrants.
Market snapshot
- Symbol
- LOMAX
- Price
- $17.73
- Day change
- -0.67%
- Market cap
- $115.0M
- 52-week range
- 15.27-18.24
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Alger Balanced Portfolio Class I-2 (ABLOX)
- Tributary Balanced Fd Instl (FOBAX)
- Hennessy Cornerstone Large Growth Fd Inv Cl (HFLGX)
- Lazard Developing Markets Equity Pft Open Shs (LDMOX)
- Lazard US Small-Mid Cap Equity Portfolio Open Shares (LZCOX)
- Lazard International Equity Select Open Shs (LZESX)
- Lazard US Equity Select Portfolio Open Shares (LZUOX)
- Aggressive Growth Portfolio Class I (PAGRX)
Open Edgar Lomax Value Fd (LOMAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.