Company Overview
The fund invests primarily in large, well-recognized companies. The advisor expects the fund's portfolio to hold at least 20% of the stocks comprising the Standard & Poor's ("S&P") 100 Index, a capitalization-weighted index of 100 stocks from a broad range of industries. The fund will invest at least 85% of its total assets in equity securities, consisting of common stocks and other securities which have the characteristics of common stocks, including, but not limited to, convertible securities, ETFs, rights and warrants.
Investment Analysis & Insights
Key Investment Highlights
- Market Position: leader with 95.51M market capitalization
- Trading Volume: 0 shares traded today
- Price Range: 52-week range of $13.80 - $16.44
- Exchange: Listed on NASDAQ
Financial Metrics
Market Analysis for Edgar Lomax Value Fd
Edgar Lomax Value Fd (LOMAX) operates in the industry within the sector. With a current market capitalization of 95.51M, the company represents a significant player in its market. The stock is currently trading at $16.12 with a positivedaily change of 1.07%.
The company's substantial employee base and presence on the NASDAQexchange position it as a sector leader. Investors should consider the stock's P/E ratio of 18.32, beta of 0.75, and 52-week price range from $13.80 to $16.44when evaluating investment opportunities.
Why Invest in Edgar Lomax Value Fd?
Strengths
- • Established market presence in
- • Strong financial metrics and market position
- • Listed on major exchange (NASDAQ)
- • Experienced leadership under
Investment Considerations
- • Monitor sector-specific market trends
- • Track quarterly earnings performance
- • Consider market volatility and beta
- • Evaluate long-term growth potential
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About Sector
The sector includes companies that operate within this sector of the economy.