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LOMAX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$15.85
Change
-$0.00 (-0.00%)
Net Assets
97.5M

LOMAX Edgar Lomax Value Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth while providing some income... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Chevron Corp (NYSE:CVX), Cisco Systems (NASDAQ:CSCO), Verizon Communications (NYSE:VZ), Amgen (NASDAQ:AMGN), Intel Corp (NASDAQ:INTC), FedEx Corp (NYSE:FDX), Dow (NYSE:DOW), Walgreens Boots Alliance (NASDAQ:WBA).

Industry description

The investment seeks long-term capital growth while providing some income. 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.

Market Cap

The average market capitalization across the Edgar Lomax Value MF is 199.49B. The market cap for tickers in the group ranges from 10.35B to 798.78B. JPM holds the highest valuation in this group at 798.78B. The lowest valued company is WBA at 10.35B.

Volume

The average weekly volume growth across all stocks in the Edgar Lomax Value MF was 167%. For the same stocks of the MF, the average monthly volume growth was 216% and the average quarterly volume growth was 38%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 40
P/E Growth Rating: 51
Price Growth Rating: 36
SMR Rating: 56
Profit Risk Rating: 57
Seasonality Score: -47 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
U.S Bancorp Fund Services, LLC615 E Michigan StreetMilwaukee
Phone
N/A
Web
www.edgarlomax.com
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LOMAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LOMAX has been closely correlated with VIVIX. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if LOMAX jumps, then VIVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LOMAX
1D Price
Change %
LOMAX100%
N/A
VIVIX - LOMAX
70%
Closely correlated
-0.13%
VIVAX - LOMAX
70%
Closely correlated
-0.13%
VVIAX - LOMAX
69%
Closely correlated
-0.13%
DODGX - LOMAX
60%
Loosely correlated
+0.11%
DOXGX - LOMAX
60%
Loosely correlated
+0.11%
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