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Fund Intelligence | Best Managers | LOMAX Insights | LOMAX Score | LOMAX Performance | LOMAX Manager | LOMAX News | LOMAX Allocation | LOMAX Holdings Change

Mutual Fund Insights: Edgar Lomax Value Fund (LOMAX)

In-depth Analysis of Edgar Lomax Value Fund (LOMAX)

Mutual fund chart: Edgar Lomax Value Fund (LOMAX)

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See Edgar Lomax Value Fund (LOMAX) performance details as of January 31, 2010

  

    Last Trade: $9.30 on 3/18/2010, Change: -0.01 (-0.11%)
Experiment our closing price forecasting tool for Edgar Lomax Value Fund (LOMAX) (alpha release)

  

Fund Manager - Phillip A. Titzer

Fund Manager Tenure: 12.3 years
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Mr. Titzer joined Edgar Lomax in June 1996 and is Vice President of Investment Operations and Portfolio Manager. From March 1988 until November 1995, Mr. Titzer was a submarine officer in the United States Navy.  Get more insights on Phillip A. Titzer

  

What we like about Edgar Lomax Value Fund (LOMAX) What we like about Edgar Lomax Value Fund (LOMAX)

Data for Edgar Lomax Value Fund (LOMAX) as of January 31, 2010

  • Edgar Lomax Value Fund (LOMAX) management has been with Edgar Lomax Value Fund for 12.3 years
  • Edgar Lomax Value Fund (LOMAX) has good short-term performance (1-year return 33.89% vs 32.89% Large Value category average)
  • Edgar Lomax Value Fund (LOMAX) has good mid-term performance (3-year return -8.13% vs -8.60% Large Value category average)
  • Edgar Lomax Value Fund (LOMAX) has good Long-term performance (5-year return 0.34% vs -0.19% Large Value category average)
  • Edgar Lomax Value Fund (LOMAX) has an annual stock turnover rate of 66.18% vs Large Value average of 69.44%. It is good that Edgar Lomax Value management does not trade extensively for its return.
  • Edgar Lomax Value Fund (LOMAX) has a lower management fee than its Large Value average: 0.99% vs 1.28%
  • Edgar Lomax Value Fund (LOMAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Edgar Lomax Value Fund (LOMAX) What we are cautious about Edgar Lomax Value Fund (LOMAX)

Data for Edgar Lomax Value Fund (LOMAX) as of January 31, 2010

  • Edgar Lomax Value Fund is a focused fund with 38.15% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Edgar Lomax Value Fund (LOMAX) ratio of up-years vs down years can be improved
  • Edgar Lomax Value Fund (LOMAX) has a Morningstar rating of 3 and below
  • Edgar Lomax Value Fund (LOMAX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.22 that is higher than category average of 20.74
See Edgar Lomax Value Fund (LOMAX) performance details as of January 31, 2010

  

  

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Edgar Lomax Value Fund (LOMAX) Net Asset

Track net asset change of Edgar Lomax Value fund (LOMAX)

DateNet Asset
01/2010$22.56M
11/2009$19.73M
10/2009$20.69M
More historic net asset information on Edgar Lomax Value Fund (LOMAX)

  

Edgar Lomax Value Fund (LOMAX) Portfolio Allocation

Track portfolio allocation change of Edgar Lomax Value fund (LOMAX)

DateCashStockBondOther
09/20093.09%96.91%0%0%
06/20094.64%95.36%0%0%
03/20094.41%95.59%0%0%
Click here to see more historic asset allocation information on Edgar Lomax Value Fund (LOMAX)

  

Most Recent Top 10 Holdings in Edgar Lomax Value Fund (LOMAX)

Discover what Edgar Lomax Value Fund (LOMAX) manager is buying

30-Sep-09
DU PONT E I DE NEM [4.77%]
BOEING CO [4.5%]
ALCOA INC [4.37%]
PFIZER INC [4.29%]
INTL BUSINESS MACH [3.98%]
OCCIDENTAL PET [3.66%]
CHEVRON CORP [3.5%]
GEN ELECTRIC CO [3.26%]
KRAFT FOODS INC [3.25%]
AIM Short Term Inv Prime Instl [3.09%]

30-Jun-09
Short Term Inv Prime Instl [4.64%]
PFIZER INC [4.5%]
DU PONT E I DE NEM [4.4%]
BOEING CO [4.08%]
INTL BUSINESS MACH [4.02%]
ALCOA INC [3.98%]
CHEVRON CORP [3.81%]
KRAFT FOODS INC [3.63%]
OCCIDENTAL PET [3.55%]
AMER ELECTRIC POW CO [3.25%]

31-Mar-09
DU PONT E I DE NEM [5.19%]
PFIZER INC [4.53%]
CHEVRON CORP [4.45%]
INTL BUSINESS MACH [4.38%]
BOEING CO [3.77%]
OCCIDENTAL PET [3.55%]
KRAFT FOODS INC [3.47%]
WYETH [3.45%]
AMER ELECTRIC POW CO [3.36%]
ALCOA INC [3.34%]
Click here for Stock Holding Change Map in Edgar Lomax Value Fund (LOMAX)

  

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