AUXFX : Auxier Focus Fund Class Investor

AUXFX is a US Stocks Market Large Value with HIGH fees.

AUXFX

Auxier Focus Fund Class Investor

FI Score

34 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

34% FI Score
  • auxfx
  • Mutual Fund
  • US Stocks
  • Large Value

Auxier Focus Fund Class Investor

Expenses: 0.98% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity securities that the adviser believes offer growth opportunities at a reasonable price. The adviser will pursue an investment blend of equity securities of growth companies and value companies. Although the fund may invest in companies of any market capitalization, the adviser intends to focus its investments in the equity securities of medium to large U.S. companies (defined by the adviser as companies with market capitalizations above $1 billion at the time of investment).

Largest Holdings

Amount Holding
5.96% Mastercard Inc A
5.40% UnitedHealth Group Inc
4.90% Microsoft Corp
4.12% PepsiCo Inc
4.00% Medtronic PLC
3.66% Johnson & Johnson
3.36% Philip Morris International Inc
3.21% The Kroger Co
3.12% Merck & Co Inc
2.80% Bank of New York Mellon Corp
2.69% Visa Inc Class A
2.34% Bank of America Corp
2.32% Anthem Inc
1.93% Biogen Inc
1.93% BP PLC ADR
1.79% Zimmer Biomet Holdings Inc
1.75% Abbott Laboratories
1.65% Berkshire Hathaway Inc Class B
1.61% Unilever NV ADR
1.38% Altria Group Inc
1.38% Corning Inc
1.30% Cigna Corp
1.25% Becton, Dickinson and Co
1.24% Coca-Cola Co
1.20% Cerner Corp

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