Philotimo Focused Mutual Fund Money Managers
PHLOX Fund | USD 10.94 0.03 0.27% |
Break down of Philotimo Focused's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Philotimo Focused's future under-performance.
Philotimo |
Symbol | PHLOX |
Name | Philotimo Focused Growth |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Philotimo Focused Growth Leadership is currently not available.
If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
Explore Investment Opportunities
Philotimo Focused Net Asset Comparison
Philotimo Focused Growth is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--70% to 85% Equity category is currently estimated at about 827.39 Billion. Philotimo Focused adds roughly 84.94 Million in net asset claiming only tiny portion of funds in Allocation--70% to 85% Equity category.
Philotimo Focused Growth Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Philotimo Focused Growth Price Series Summation is a cross summation of Philotimo Focused price series and its benchmark/peer.
About Philotimo Focused Management Performance
The success or failure of an entity such as Philotimo Focused Growth often depends on how effective the management is. Philotimo Focused management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Philotimo management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Philotimo management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund, under normal circumstances, invests in a unique blend of fixed-income securities, common stocks and other equity securities, including exchange-traded funds. The funds portfolio is expected to generally be comprised of approximately 75 percent equity securities and 25 percent fixed income securities, with approximately 50 percent of the portfolio invested in a combination of income producing fixed income or equity securities. The fund is non-diversified.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Philotimo Mutual Fund
Philotimo Focused financial ratios help investors to determine whether Philotimo Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Philotimo with respect to the benefits of owning Philotimo Focused security.
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital |