Edgar Lomax is trading at 16.28 as of the 25th of November 2024; that is 0.99 percent up since the beginning of the trading day. The fund's open price was 16.12. Edgar Lomax has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Edgar Lomax Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. 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
Edgar Lomax Value [LOMAX] is traded in USA and was established 25th of November 2024. 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 16.7% with the current yeild of 0.03%, while the total return for the last 3 years was 8.38%.
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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.
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.