Edgar Lomax Value Fd (LOMAX)
Edgar Lomax Value Fd operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $18.28, up 0.55% on the session, giving a market capitalisation of $118.5M. Its beta of 0.52 implies it has historically moved less than the broad market.
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.
Edgar Lomax Value Fd is most often compared with the following Financial Services names: