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Morningstar

Edgar Lomax

Edgar Lomax Parent Rating

Average
Morningstar Manager Research

Edgar Lomax is an industry-standard asset manager, leading to an Average Parent Pillar rating.

An area of strength at Edgar Lomax is its tenured portfolio management team, which boasts 26 years of average asset-weighted tenure at the firm. This experience builds confidence as long-tenured managers have been through multiple market cycles. The firm stands out in its commitment to investor values by offering an open-end and exchange-traded product lineup at a low cost. On average, the firm charges fees on its funds that are within the lowest quintile of its category.

Edgar Lomax Investments

Mutual Funds

See All Edgar Lomax Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

95.60 Mil

Investment Flows (TTM)

−18.44 Mil

Asset Growth Rate (TTM)

−18.34%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Edgar Lomax Value86
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

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