AUXIX Mutual Fund

AUXIX Mutual Fund (Auxier Focus Fund Institutional Shares) is managed by Forum Funds with $193.5M in net assets. AUXIX expense ratio is 0.80%, holding 135 positions across sectors including Consumer Staples, Financials, Health Care. Inception date: 2012-05-09.

AUXIX performance shows a YTD return of 11.69%. The 1-year return is 20.63% and the 5-year return is 9.20%. AUXIX dividend yield stands at 2.46%, paid annually.

AUXIX top holdings include Philip Morris International Inc. (4.7%), Corning Inc. (4.2%), B 4/7/26 Govt (4.1%), Kroger Co. (4.0%), Alphabet Inc Common Stock USD 0.001 (3.7%). Go to all AUXIX holdings, AUXIX sectors, or AUXIX dividends.

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