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 2.73B. The market cap for tickers in the group ranges from 176.9M to 9.34B. CZR holds the highest valuation in this group at 9.34B. The lowest valued company is TUSK at 176.9M.
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 28% and the average quarterly volume growth was 114%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 68
P/E Growth Rating: 54
Price Growth Rating: 56
SMR Rating: 82
Profit Risk Rating: 67
Seasonality Score: -15 (-100 ... +100)