AUXFX Mutual Fund

AUXFX Mutual Fund (Auxier Focus Fund Investor Class) is managed by Forum Funds with $140.2M in net assets. AUXFX expense ratio is 0.92%, holding 135 positions across sectors including Financials, Consumer Staples, Health Care. Inception date: 1999-07-09.

AUXFX performance shows a YTD return of 11.61%. The 1-year return is 20.51% and the 5-year return is 9.45%. AUXFX dividend yield stands at 2.54%, paid annually.

AUXFX top holdings include Corning Inc_None_0 (6.4%), Philip Morris International Inc. (4.9%), Alphabet Inc. Class A (4.4%), Bank Of New York Mellon Corp/The Bk Us Equity (3.7%), Mastercard Inc (3.6%). Go to all AUXFX holdings, AUXFX sectors, or AUXFX dividends.

AUXFX can be compared against other funds. Use AUXFX overlap to find shared positions, or AUXFX vs another fund for a side-by-side view. AUXFX alternatives are available via the screener, along with tax-loss harvesting opportunities.