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

Category ModerateAllocation

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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 2.73B. 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 51%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was -28%

Fundamental Analysis Ratings

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

Valuation Rating: 63

P/E Growth Rating: 37

Price Growth Rating: 49

SMR Rating: 83

Profit Risk Rating: 62

Seasonality Score: -14 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details

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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 IFAFX. 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 IFAFX could also see price increases.

Ticker / NAME	Correlation To PHLOX	1D Price Change %
PHLOX	100%	N/A
IFAFX - PHLOX	68% Closely correlated	+0.60%
RIDBX - PHLOX	68% Closely correlated	+0.57%
IFACX - PHLOX	67% Closely correlated	+0.57%
RIDHX - PHLOX	58% Loosely correlated	+0.60%
RIEBX - PHLOX	58% Loosely correlated	+0.60%
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