AUXAX Mutual Fund
AUXAX Mutual Fund
Auxier Focus Fund A Shs
AUXAX Mutual Fund Overview
AUXAX Mutual Fund (Auxier Focus Fund A Shs) is managed by Forum Funds with $566,101.89 in net assets. AUXAX expense ratio is 1.26%, holding 135 positions across sectors including Consumer Staples, Financials, Unknown. Inception date: 2005-07-08.
AUXAX performance shows a YTD return of 10.34%. The 1-year return is 18.54% and the 5-year return is 9.17%. AUXAX dividend yield stands at 1.34%, paid annually.
AUXAX top holdings include Philip Morris International Inc. (4.7%), Corning Inc. (4.2%), Treasury Bill Apr 07, 2026 (4.1%), The Kroger Company (4.0%), 'alphabet Inc., Class 'a'' (3.7%). View all AUXAX holdings, sector breakdown, or dividend history.
AUXAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AUXAX alternatives are available via the screener, along with tax-loss harvesting opportunities.