• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.25% Nasdaq Up0.65%

    Auxier Focus Inv (AUXFX)

    19.67 Up 0.07(0.36%) May 27

    Profile as of Apr 29, 2016Get Profile for:
    Auxier Focus Inv
    Forum Funds (Auxier)P.O. Box 588Portland, ME, 04112
    Phone: 877-328-9437
    Fund Overview 
    Category:Large Value
    Fund Family:Auxier Funds
    Net Assets:249.68M
    Year-to-Date Return:1.09%
    Morningstar Rating:3 stars
    Fund Inception Date:Jul 9, 1999
    Morningstar Style Box 
    Large Value
    [View Category Definition]
    View Top Large Value Funds
    About the Morningstar Style Box
    Management Information 
    J. Jeffrey Auxier
    Lead Manager since Jul 9, 1999
    Jeffrey Auxier, President and Chief Investment Officer of the Adviser since its inception in 1998, is responsible for the day-to-day management of the Fund. He has been Portfolio Manager of the Fund (including the Predecessor Fund) since its inception in 1999. He is a graduate of the University of Oregon and began his investment career in 1982. Mr. Auxier has extensive money management experience. As a portfolio manager with Smith Barney, Mr. Auxier managed money for high net worth clients on a discretionary basis from 1988 until he founded the Adviser in July 1998. In 1993, Mr. Auxier was designated a Smith Barney Senior Portfolio Management Director, the highest rank in the company's Portfolio Management Program, and was chosen as the top Portfolio Manager from among 50 Portfolio Managers in the Smith Barney Consulting Group. In 1997 and 1998, Money magazine named him as one of their top ten brokers in the country. In 1993, Auxier was designated a Smith Barney senior portfolio management director, and was chosen as the top portfolio manager from among 50 portfolio managers in the Smith Barney Consulting Group.
    Investment Information 
    Min Initial Investment:5,000
    Min Initial Investment, IRA:3,000
    Min Initial Investment, AIP:5,000
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    AUXFX can be purchased from 84 brokerages.

    Fund Summary 
    The investment seeks to provide long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity securities that the Adviser believes offer growth opportunities at a reasonable price. The Adviser will pursue an investment blend of equity securities of growth companies and value companies. Although the fund may invest in companies of any market capitalization, the Adviser intends to focus its investments in the equity securities of medium to large U.S. companies (defined by the Adviser as companies with market capitalizations above $1 billion at the time of investment).

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 14, 2015) : 0.00
    Annual Holdings Turnover (May 26, 2016) : 4.00%
    Average for Category:44.39%
    Fees & Expenses 
    ExpenseAUXFXCategory Avg
    Annual Report Expense Ratio (net):1.24%1.10%
    Prospectus Net Expense Ratio:1.14%N/A
    Prospectus Gross Expense Ratio:1.27%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.37%
    Max Deferred Sales Load: N/A2.03%
    3 Yr Expense Projection*:390516
    5 Yr Expense Projection*:684780
    10 Yr Expense Projection*:1,5221,579
    * Per $10,000 invested