AUXFX Mutual Fund Analysis & Holdings | MarketXLS

AUXFX Mutual Fund

NAV$36.47

AUM$139M

TER0.92%

Holdings135

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AUXFX Mutual Fund

NAV$36.47

Auxier Focus Fund Investor Class

AUM$139M

TER0.92%

Holdings135

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare AUXFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AUXFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AUXFX Mutual Fund Overlap Analysis

AUXFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

AUXFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 135 holdings, AUXFX may share significant positions with broad-market funds.

AUXFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AUXFX tax-loss harvesting finds highly correlated but non-identical funds.