AUXFX Mutual Fund
AUXFX Mutual Fund
NAV$36.44
AUM$140M
TER0.92%
Holdings135
See how much of AUXFX you already own
AUXFX Mutual Fund
NAV$36.44
Auxier Focus Fund Investor Class
AUM$140M
TER0.92%
Holdings135
See how much of AUXFX you already own
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.