Auxier Focus A
Forum Funds (Auxier)P.O. Box 588Portland, ME, 04112
Map
Phone: 877-328-9437
| Category: | Large Value | | Fund Family: | Auxier Funds | | Net Assets: | 269.24M | | Year-to-Date Return: | 4.92% | | Yield: | 1.06% | | Morningstar Rating: |  | | Fund Inception Date: | Jul 7, 2005 |
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J. Jeffrey Auxier
Lead Manager since Jul 8, 1999 | | | Auxier is president and chief investment officer of Auxier Asset Management, the company he founded in July 1998. He has over 18 years investment experience. From 1988 until 1998 he managed money for high net worth clients on a discretionary basis with Smith Barney. 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. |
| Min Initial Investment: | 2,000 | | Min Initial Investment, IRA: | 2,000 | | Min Initial Investment, AIP: | 2,000 | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | 50 | | Min Subsequent Investment, AIP: | 50 |
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| 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. The fund 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). It may invest up to 25% of its net assets in lower-rated securities or comparable unrated securities. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Dec 12, 2012)
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 8.00% | | Average for Category: | 91.94% |
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| Expense | AUXAX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.25% | 1.21% | | Prospectus Net Expense Ratio: | 1.25% | N/A | | Prospectus Gross Expense Ratio: | 1.65% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.75% | 5.39% | | Max Deferred Sales Load:
| N/A | 2.37% | | 3 Yr Expense Projection*: | 949 | 533 | | 5 Yr Expense Projection*: | 1,308 | 833 | | 10 Yr Expense Projection*: | 2,316 | 1,678 |
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0.03(0.16%) May 23