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PHLOX
Mutual Fund ticker: NASDAQ
AS OF
Aug 18 closing price
Price
$10.44
Change
+$0.14 (+1.36%)
Net Assets
104.05M

PHLOX Philotimo Focused Growth and Income Forecast, Technical & Fundamental Analysis

The investment seeks current income and long-term growth... Show more

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A.I.Advisor
published Highlights

Industry description

The investment seeks current income and long-term 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 fund's portfolio is expected to generally be comprised of approximately 75% equity securities and 25% fixed income securities, with approximately 50% of the portfolio invested in a combination of income producing fixed income or equity securities. The fund is non-diversified.

Market Cap

The average market capitalization across the Philotimo Focused Growth and Income MF is 2.97B. The market cap for tickers in the group ranges from 112.29M to 10.98B. AGI holds the highest valuation in this group at 10.98B. The lowest valued company is TUSK at 112.29M.

Volume

The average weekly volume growth across all stocks in the Philotimo Focused Growth and Income MF was -27%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 41
Price Growth Rating: 59
SMR Rating: 85
Profit Risk Rating: 62
Seasonality Score: -33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
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PHLOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PHLOX has been closely correlated with CGLGX. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHLOX jumps, then CGLGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHLOX
1D Price
Change %
PHLOX100%
N/A
CGLGX - PHLOX
68%
Closely correlated
-0.09%
GAIHX - PHLOX
68%
Closely correlated
-0.09%
CGNGX - PHLOX
68%
Closely correlated
-0.09%
FGGIX - PHLOX
68%
Closely correlated
-0.09%
FGIIX - PHLOX
67%
Closely correlated
-0.09%
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