AUXAX Mutual Fund
AUXAX Mutual Fund
AUXAX Mutual Fund
Auxier Focus Fund A Shs
AUXAX Mutual Fund Overview
AUXAX Mutual Fund (Auxier Focus Fund A Shs) is managed by Forum Funds with $562,830.82 in net assets. AUXAX expense ratio is 1.26%, holding 143 positions across sectors including Financials, Consumer Staples, Health Care. Inception date: 2005-07-08.
AUXAX performance shows a YTD return of 7.50%. The 1-year return is 9.71% and the 5-year return is 8.82%. AUXAX dividend yield stands at 1.37%.
AUXAX top holdings include Corning Inc. (6.4%), Philip Morris International Inc. (4.9%), Alphabet Inc (4.4%), Bank Of New York Mellon Corp (3.7%), Mastercard Inc (3.6%). Go to all AUXAX holdings, AUXAX sectors, or AUXAX dividends.
AUXAX can be compared against other funds. Use AUXAX overlap to find shared positions, or AUXAX vs another fund for a side-by-side view. AUXAX alternatives are available via the screener, along with tax-loss harvesting opportunities.