Philotimo Focused Growth Fund Quote
| PHLOX Fund | USD 10.94 0.03 0.27% |
Performance18 of 100
| Odds Of DistressLess than 16
|
Philotimo Focused is trading at 10.94 as of the 28th of December 2024; that is 0.27 percent decrease since the beginning of the trading day. The fund's open price was 10.97. Philotimo Focused has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 1st of July 2024 and ending today, the 28th of December 2024. Click here to learn more.
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. More on Philotimo Focused Growth
Moving against Philotimo Mutual Fund
Philotimo Mutual Fund Highlights
| Fund Concentration | World Funds Trust Funds, Large Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, World Funds Trust (View all Sectors) |
| Update Date | 31st of December 2024 |
Philotimo Focused Growth [PHLOX] is traded in USA and was established 28th of December 2024. Philotimo Focused is listed under World Funds Trust category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of World Funds Trust family. Philotimo Focused Growth at this time has accumulated 84.94 M in assets with minimum initial investment of 2.5 K. with the current yeild of 0.01%.
Check Philotimo Focused Probability Of Bankruptcy
Philotimo Focused Growth Risk Profiles
| Mean Deviation | 0.9436 | |||
| Semi Deviation | 0.8688 | |||
| Standard Deviation | 1.5 | |||
| Variance | 2.24 |
Philotimo Focused Against Markets
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.
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