LOMAX - Edgar Lomax Value Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Environment, Social and Governance (ESG) Ratings

Portfolio Sustainability Score
44
Below Average
Below Average
Environment
56
Social
53
Governance
52

ESG Performance for the Fund Portfolio Snapshot

LOMAX
Peers
Category Average
ESG PERFORMANCE
Environment
41
60
Social
44
60
Governance
39
59
0100
AGGREGATE PERFORMANCE
ESG Score
based on 99% AUM
54
Controversy Deduction
-10
Sustainability Score
-200100
44
Sustainability mandate: No

Sustainability % rank in category: 87

Relative to Morningstar Category: US Fund Large Value

Data provided by Morningstar, Inc.Last updated on 1/2018
Product Involvement Areas
Products and ActivitiesSignificant Involvement
Alcoholic BeveragesNo
Adult EntertainmentNo
GamblingNo
Tobacco ProductsNo
Animal TestingNo
Fur and Specialty LeatherNo
Controversial WeaponsNo
Small ArmsNo
Catholic Values
No
GMONo
Military ContractingNo
PesticidesNo
Thermal CoalNo
Palm OilNo