Edgar Lomax Value Fund

Shareclass

Edgar Lomax Value (LOMAX)

Type

Open-end mutual fund

Manager

Edgar Lomax

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

99.7

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 9 out of 2,538 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Procter & Gamble Co
1.83% of assets
$1.75M invested
2. Dow Inc
0.27% of assets
$253,170 invested
3. Citigroup Inc
2.77% of assets
$2.64M invested
4. Bank of America Corp
1.37% of assets
$1.31M invested
5. JPMorgan Chase & Co
1.48% of assets
$1.41M invested
6. Wells Fargo & Co
0.79% of assets
$757,384 invested
7. Ford Motor Co
0.31% of assets
$292,876 invested
8. PepsiCo Inc
0.3% of assets
$284,886 invested
9. Johnson & Johnson
4.51% of assets
$4.3M invested
10. Bristol-Myers Squibb Co
0.33% of assets
$314,098 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Simon Property Group Inc
0.62% of assets
$589,584 invested
2. NextEra Energy Inc
1.34% of assets
$1.28M invested
3. Caterpillar Inc
0.29% of assets
$280,330 invested
4. Qualcomm Inc
1.33% of assets
$1.27M invested
5. Medtronic PLC
1.84% of assets
$1.76M invested
6. General Dynamics Corp
2.4% of assets
$2.29M invested
7. U.S. Bancorp
0.27% of assets
$255,431 invested
8. Capital One Financial Corp
1.45% of assets
$1.38M invested
9. The Kraft Heinz Co
0.3% of assets
$287,564 invested
10. FedEx Corp
3.75% of assets
$3.58M invested

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Financial performance

Performance data provided by

Find more financial data on LOMAX at Morningstar.com

Gender Equality and Returns

Returns chart for Edgar Lomax Value Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

LOMAX

Edgar Lomax Value Fund

Family

Edgar Lomax

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.19% less in annualized returns

Higher overall gender equality score

5 / 100 points higher

Higher gender balance in leadership and workforce score

3 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

LOMAX

Edgar Lomax Value Fund

Family

Edgar Lomax

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.19% less in annualized returns

Higher overall gender equality score

5 / 100 points higher

Higher gender balance in leadership and workforce score

3 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

LOMAX

Edgar Lomax Value Fund

Family

Edgar Lomax

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.19% less in annualized returns

Higher overall gender equality score

5 / 100 points higher

Higher gender balance in leadership and workforce score

3 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
LOMAX - Edgar Lomax Value Fund

8.11%

6.07%

11%

8.1%

60 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

-3.95%

-6.07%

-4.18%

-4.19%

5 / 100 points higher

Find more financial data on LOMAX at Morningstar.com

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