PHLOX Mutual Fund

PHLOX Mutual Fund (Philotimo Focused Growth & Income Fund) is managed by World Funds Trust with $130.7M in net assets. PHLOX expense ratio is 1.50%, holding 43 positions across sectors including Consumer Discretionary, Financials, Information Technology. Inception date: 2021-08-20.

PHLOX performance shows a YTD return of 9.99%. The 1-year return is 37.73%. PHLOX dividend yield stands at 5.01%, paid annually.

PHLOX top holdings include Outdoor Holding (7.2%), Allot Ltd (7.1%), Sturm Ruger & Company Inc. (6.5%), Barnes & Noble Education, Inc. (5.9%), Inspired Entmt Inc (4.5%). 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.