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    Auxier Focus Inv (AUXFX)

    21.05 Up 0.01(0.05%) Dec 26
    Prev Close:21.04
    YTD Return*:8.29%
    Net Assets*:296.23M
    Yield*:0.99%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for AUXFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TAP4.6038.97
    PEP3.3923.30
    BK3.0517.17
    AMX.SA2.56-1.18
    MSFT2.5632.61

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:296.23M
    Category:Large Value
    Annual Report Expense Ratio (net):1.24%

    Performance & Risk

    YTD Return:8.29%
    5y Avg Return:11.44%
    Rank in Category (ytd):82
    % Rank in Category (ytd):6.35%
    Beta (3y):0.86
    Morningstar Risk Rating:1

    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 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). View More
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