PHLOX Mutual Fund (Philotimo Focused Growth & Income Fund) is managed by World Funds Trust with $132.4M in net assets. PHLOX expense ratio is 1.50%, holding 43 positions across sectors including Consumer Discretionary, Unknown, Financials. Inception date: 2021-08-20.

PHLOX performance shows a YTD return of 14.86%. The 1-year return is 42.24%. PHLOX dividend yield stands at 4.79%, paid annually.

PHLOX top holdings include Ammo Inc Common Stock (7.2%), Allot Ltd (7.1%), Sturm Ruger & Company Inc. (6.5%), Barnes & Noble Education, Inc. (5.9%), Inspired Entertainment Inc (4.5%). View all PHLOX holdings, sector breakdown, or dividend history.

PHLOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHLOX alternatives are available via the screener, along with tax-loss harvesting opportunities.