Edgar Lomax Value (LOMAX) - Large Value fund with $87.27 Million in assets. The fund allocates 38.90% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is FedEx Corp at 5.72% of total assets. This is followed by Verizon Communications Inc (4.13%) and International Business Machines Corp (4.15%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| FedEx Corp | 5.72% | - | - |
| Verizon Communications Inc | 4.13% | - | - |
| International Business Machines Corp | 4.15% | - | - |
| Exxon Mobil Corp | 3.02% | - | - |
| Invesco Treasury Portfolio | 3.00% | - | - |
| Chevron Corp | 4.88% | - | - |
| Coca-Cola Co/The | 3.81% | - | - |
| CVS Health Corp | 3.93% | - | - |
| Cisco Systems Inc | 3.35% | - | - |
| Amgen Inc | 2.91% | - | - |
| Merck Co Inc | 3.82% | - | - |
| Target Corp | 5.68% | - | - |
| Johnson Johnson | 4.92% | - | - |
| Mondelez International Inc | 4.06% | - | - |
| Citigroup Inc | 3.79% | - | - |
| Morgan Stanley | 3.43% | - | - |
| UnitedHealth Group Inc | 4.99% | - | - |
| Duke Energy Corp | 3.18% | - | - |
| General Dynamics Corp | 3.06% | - | - |
| US Bancorp | 2.94% | - | - |
| NextEra Energy Inc | 3.12% | - | - |