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Morningstar

Edgar Lomax

Edgar Lomax Parent Rating

Average
Morningstar Manager Research

In a competitive industry, Edgar Lomax does n't differentiate itself enough, leading to an Average Parent Pillar rating.

A sign of strength at Edgar Lomax is its longest-tenured management, which boasts 26 years of average asset-weighted tenure at the firm. This wealth of experience builds confidence that the group can navigate a variety of market environments adeptly. Despite other redeeming qualities as a firm, Edgar Lomax has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

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 Value87
View All 5-Star Standouts

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