Philotimo Focused Growth Fund Minimum Initial Investment
| PHLOX Fund | USD 10.94 0.03 0.27% |
Philotimo Focused Growth fundamentals help investors to digest information that contributes to Philotimo Focused's financial success or failures. It also enables traders to predict the movement of Philotimo Mutual Fund. The fundamental analysis module provides a way to measure Philotimo Focused's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Philotimo Focused mutual fund.
Philotimo |
Philotimo Focused Growth Mutual Fund Minimum Initial Investment Analysis
Philotimo Focused's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Philotimo Focused Minimum Initial Investment | 2.5 K |
Most of Philotimo Focused's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Philotimo Focused Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Philotimo Focused Growth has a Minimum Initial Investment of 2.5 K. This is much higher than that of the World Funds Trust family and significantly higher than that of the Allocation--70% to 85% Equity category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Philotimo Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Philotimo Focused's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Philotimo Focused could also be used in its relative valuation, which is a method of valuing Philotimo Focused by comparing valuation metrics of similar companies.Philotimo Focused is regarded third largest fund in minimum initial investment among similar funds.
Philotimo Fundamentals
| Total Asset | 42.81 M | ||||
| Annual Yield | 0.01 % | ||||
| Net Asset | 84.94 M | ||||
| Minimum Initial Investment | 2.5 K |
About Philotimo Focused Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Philotimo Focused Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Philotimo Focused using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Philotimo Focused Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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.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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