PHLOX Mutual Fund
PHLOX Mutual Fund
NAV$13.05
AUM$132M
TER1.50%
Holdings43
PHLOX Mutual Fund
NAV$13.05
Philotimo Focused Growth & Income Fund
AUM$132M
TER1.50%
Holdings43
PHLOX Mutual Fund Sector Allocation
PHLOX sector allocation breaks down across Consumer Discretionary (38.5%), Financials (13.3%), Information Technology (7.3%), Communication Services (6.5%), Industrials (4.5%). Across 43 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
PHLOX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
PHLOX geographic allocation shows country exposure. PHLOX overlap calculator reveals how sector exposure compares with other funds.