LOMAX Mutual Fund (Edgar Lomax Value Fund Investor Class) is managed by The Edgar Lomex Company with $168.4M in net assets. LOMAX expense ratio is 0.67%, holding 52 positions across sectors including Health Care, Financials, Industrials. Inception date: 1997-12-12.

LOMAX performance shows a YTD return of 15.34%. The 1-year return is 21.85% and the 5-year return is 9.92%. LOMAX dividend yield stands at 5.73%, paid annually.

LOMAX top holdings include Fedex Corp (5.0%), Target Corporation Snr S* Ice (4.9%), Chevron Corp. (4.7%), Mondelez International Inc Com A Npv (4.0%), Unitedhealth Group Incorporated (4.0%). View all LOMAX holdings, sector breakdown, or dividend history.

LOMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LOMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.