Philotimo Focused Financials
| PHLOX Fund | USD 10.94 0.03 0.27% |
Philotimo |
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.
Philotimo Focused Fund Summary
Philotimo Focused competes with Ave Maria, Prudential Floating, Baron Discovery, and Alger Growth. 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.Specialization | Allocation--70% to 85% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | World Funds Trust |
| Mutual Fund Family | World Funds Trust |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 673 0550 |
| Currency | USD - US Dollar |
Philotimo Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Philotimo Focused's current stock value. Our valuation model uses many indicators to compare Philotimo Focused value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Philotimo Focused competition to find correlations between indicators driving Philotimo Focused's intrinsic value. More Info.Philotimo Focused Growth is rated below average in annual yield among similar funds. It also is rated below average in net asset among similar funds making up about 11,325,157,333 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Philotimo Focused's earnings, one of the primary drivers of an investment's value.Philotimo Focused Growth Systematic Risk
Philotimo Focused's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Philotimo Focused volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Philotimo Focused Growth correlated with the market. If Beta is less than 0 Philotimo Focused generally moves in the opposite direction as compared to the market. If Philotimo Focused Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Philotimo Focused Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Philotimo Focused is generally in the same direction as the market. If Beta > 1 Philotimo Focused moves generally in the same direction as, but more than the movement of the benchmark.
Philotimo Focused December 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Philotimo Focused help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Philotimo Focused Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Philotimo Focused Growth based on widely used predictive technical indicators. In general, we focus on analyzing Philotimo Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Philotimo Focused's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.38 | |||
| Information Ratio | 0.2133 | |||
| Maximum Drawdown | 11.31 | |||
| Value At Risk | (1.35) | |||
| Potential Upside | 2.48 |
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.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
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