| No headlines available for LOMAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 19.73M | | Category: | Large Value | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 19.25% | | 5y Avg Return: | 0.66% | | Rank in Category (ytd): | 698 | | % Rank in Category (ytd): | 53.98% | | Beta (3y): | 1.03 | | Morningstar Risk Rating: | Above average |
|
| The investment seeks long-term capital growth while providing some income. The fund invests primarily in large, well-recognized companies. It normally invests in at least 20% of the stocks that comprise the S&P 100 index. The fund invests at least 85% of total assets in equity securities, consisting of common stocks and securities having the characteristics of common stocks, such as convertible securities, exchange-traded funds, and rights and warrants. | | | Fund Profile |
|
Help
0.11 (1.28%) 
Summary
Add LOMAX to Portfolio 
Download Data
