AUXFX Mutual Fund

AUXFX Mutual Fund (Auxier Focus Fund Investor Class) is managed by Forum Funds with $138.7M in net assets. AUXFX expense ratio is 0.92%, holding 135 positions across sectors including Consumer Staples, Financials, Health Care. Inception date: 1999-07-09.

AUXFX performance shows a YTD return of 10.53%. The 1-year return is 18.96% and the 5-year return is 9.53%. AUXFX dividend yield stands at 2.56%, paid annually.

AUXFX 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%), Microsoft Corp 4.100 Feb 06 37 (3.7%). View all AUXFX holdings, sector breakdown, or dividend history.

AUXFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AUXFX alternatives are available via the screener, along with tax-loss harvesting opportunities.