LOMAX Edgar Lomax Value Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Chevron Corp (NYSE:CVX), Unitedhealth Group (NYSE:UNH), CVS HEALTH Corp (NYSE:CVS), Southern Company (The) (NYSE:SO), US Bancorp (NYSE:USB), Mondelez International (NASDAQ:MDLZ), FedEx Corp (NYSE:FDX), Target Corp (NYSE:TGT).

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.

The average market capitalization across the Edgar Lomax Value MF is 238.58B. The market cap for tickers in the group ranges from 75.14B to 402.66B. CVX holds the highest valuation in this group at 402.66B. The lowest valued company is TGT at 75.14B.

The average weekly volume growth across all stocks in the Edgar Lomax Value MF was 0%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -42%