Auxier Focus Fund Quote
| AUXIX Fund | USD 33.17 0.20 0.60% |
PerformanceFair
| Odds Of DistressLow
|
Auxier Focus is trading at 33.17 as of the 3rd of November 2025; that is 0.6 percent down since the beginning of the trading day. The fund's open price was 33.37. Auxier Focus has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of August 2025 and ending today, the 3rd of November 2025. Click here to learn more.
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. More on Auxier Focus Fund
Moving together with Auxier Mutual Fund
Auxier Mutual Fund Highlights
| Fund Concentration | Auxier Funds, Large Value Funds, Large Value, Auxier Funds, Large Blend, Large Value (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Auxier Focus Fund [AUXIX] is traded in USA and was established 3rd of November 2025. Auxier Focus is listed under Auxier Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Auxier Funds family. This fund presently has accumulated 273.64 M in assets under management (AUM) with no minimum investment requirementsAuxier Focus is currently producing year-to-date (YTD) return of 7.55% with the current yeild of 0.01%, while the total return for the last 3 years was 10.1%.
Check Auxier Focus Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Auxier Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Auxier Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Auxier Focus Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Auxier Focus Fund Mutual Fund Constituents
| BAC | Bank of America | Stock | Financials | |
| BK | The Bank of | Stock | Financials | |
| ELV | Elevance Health | Stock | Health Care | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| KR | Kroger Company | Stock | Consumer Staples | |
| MA | Mastercard | Stock | Financials | |
| MDT | Medtronic PLC | Stock | Health Care | |
| MRK | Merck Company | Stock | Health Care |
Auxier Focus Risk Profiles
| Mean Deviation | 0.3706 | |||
| Semi Deviation | 0.386 | |||
| Standard Deviation | 0.5001 | |||
| Variance | 0.2501 |
Auxier Focus Against Markets
Other Information on Investing in Auxier Mutual Fund
Auxier Focus financial ratios help investors to determine whether Auxier Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Auxier with respect to the benefits of owning Auxier Focus security.
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