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Auxier Focus Inv (AUXFX)

20.53 Down 0.07(0.34%) Sep 29
Prev Close:20.53
YTD Return*:4.72%
Net Assets*:294.68M
Yield*:1.02%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for AUXFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TAP4.5432.18
PEP3.2712.98
BK2.8714.88
TSCDY.L2.71-28.63
BP.L2.550.68

Fund Basics

Morningstar Overall Rating:
Total Assets:294.68M
Category:Large Value
Annual Report Expense Ratio (net):1.24%

Performance & Risk

YTD Return:4.72%
5y Avg Return:12.11%
Rank in Category (ytd):97
% Rank in Category (ytd):7.51%
Beta (3y):0.78
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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