PHLOX Mutual Fund

PHLOX Mutual Fund (Philotimo Focused Growth & Income Fund) is managed by World Funds Trust with $127.7M in net assets. PHLOX expense ratio is 1.45%, holding 42 positions across sectors including Consumer Discretionary, Information Technology, Financials. Inception date: 2021-08-20.

PHLOX performance shows a YTD return of 5.47%. The 1-year return is 22.04% and the 5-year return is 6.14%. PHLOX dividend yield stands at 5.22%, paid annually.

PHLOX top holdings include Sturm Ruger & Company Inc. (8.9%), Allot Ltd (7.7%), Barnes & Noble Education, Inc. (6.8%), Entravision Communications Corporation Cl A (6.6%), Ammo Inc. (6.5%). Go to all PHLOX holdings, PHLOX sectors, or PHLOX dividends.

PHLOX can be compared against other funds. Use PHLOX overlap to find shared positions, or PHLOX vs another fund for a side-by-side view. PHLOX alternatives are available via the screener, along with tax-loss harvesting opportunities.