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Auxier Focus Inv (AUXFX)

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Auxier Focus Inv

Forum Funds (Auxier)P.O. Box 588Portland, ME, 04112
877-328-9437
Management Information
J. Jeffrey Auxier,Lead Manager since July 8, 1999
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.
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.

Fund Overview

CategoryLarge Value
Fund FamilyAuxier Funds
Net Assets247.27M
YTD Return10.89%
Yield1.01%
Morningstar Rating★★★★
Inception DateJul 8, 1999

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover5.00%
Average for CategoryN/A

Fees & Expenses

ExpenseAUXFXCategory Average
Annual Report Expense Ratio (net)1.03%1.04%
Prospectus Net Expense Ratio0.98%N/A
Prospectus Gross Expense Ratio1.10%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.77%
3 Yr Expense Projection338N/A
5 Yr Expense Projection595N/A
10 Yr Expense Projection1,329N/A