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Auxier Focus Inv (AUXFX)

28.31 +0.09 (+0.32%)
At close: 8:01 PM EDT

Fund Summary

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).

Auxier Focus Inv

Portland, ME, 04112
P.O. Box 588
877-328-9437

Fund Overview

Category Large Value
Fund Family Auxier Funds
Net Assets 291.5M
YTD Return 7.85%
Yield 1.47%
Morningstar Rating
Inception Date Jul 08, 2005

Fund Operations

Last Dividend 0.44
Last Cap Gain 54.00
Holdings Turnover 1.00%
Average for Category --

Fees & Expenses

Expense AUXFX Category Average
Annual Report Expense Ratio (net) 1.25% 0.94%
Prospectus Net Expense Ratio 1.25% --
Prospectus Gross Expense Ratio 1.76% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.24%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

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.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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