Auxier Focus Inv
P.O. Box 446 Portland, ME, 04112
Map
Phone: 877-328-9437
| Category: | Moderate Allocation | | Fund Family: | Auxier Funds | | Net Assets: | 97.24M | | Year-to-Date Return: | 18.13% | | Yield: | 0.20% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Jul-99 |
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J. Jeffrey Auxier
Lead Manager since
09-Jul-99 | | | 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: | $5,000 | | Min Initial Investment, IRA: | $3,000 | | 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 long-term capital appreciation. The fund invests primarily in the common stock of medium to large U.S. companies (those with market capitalizations above $3 billion at the time of investment). It may invest up to 25% of net assets in lower-rated securities or comparable unrated securities. The Fund also may invest up to 25% of net assets in fixed-income securities issued or guaranteed by the U.S. government, or by the Canadian government and their governmental agencies. It may invest up to 20% of net assets in foreign securities, including American Depositary Receipts. |
| Last Dividend
(31-Dec-08):
| 0.03 | | Last Cap Gain
(10-Dec-08):
| 0.32 | | Annual Holdings Turnover
| 24.00% | | Average for Category:
| 81.32% |
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| Expense | AUXFX | Category
Avg | | Total Expense Ratio: | 1.44%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 456 | $631 | | 5 Yr Expense Projection*: |
$ 787 | $951 | | 10 Yr Expense Projection*: |
$ 1,724 | $1,858 |
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