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

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.

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.

The average weekly volume growth across all stocks in the Philotimo Focused Growth and Income MF was -10%. For the same stocks of the MF, the average monthly volume growth was 37% and the average quarterly volume growth was -28%