Auxier Focus Fund Quote
| AUXFX Fund | USD 28.00 0.21 0.76% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Auxier Focus is trading at 28.00 as of the 23rd of April 2024; that is 0.76 percent increase since the beginning of the trading day. The fund's open price was 27.79. Auxier Focus has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Auxier Focus Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of July 2023 and ending today, the 23rd of April 2024. 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
| 0.98 | VVIAX | Vanguard Value Index | PairCorr |
| 0.94 | DOXGX | Dodge Cox Stock | PairCorr |
| 0.96 | FFMMX | American Funds American | PairCorr |
| 0.96 | FFFMX | American Funds American | PairCorr |
| 0.96 | AMRMX | American Mutual | PairCorr |
| 0.97 | AMFFX | American Mutual | PairCorr |
Auxier Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Auxier Focus' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Auxier Focus or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Auxier Funds, Large Value Funds, Large Value, Auxier Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Auxier Focus Fund [AUXFX] is traded in USA and was established 23rd of April 2024. 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 minimum initial investment of 5 K. Auxier Focus is currently producing year-to-date (YTD) return of 3.09% with the current yeild of 0.01%, while the total return for the last 3 years was 4.94%.
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 | Bank of New | Stock | Financials |
| 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 Target Price Odds Analysis
Based on a normal probability distribution, the odds of Auxier Focus jumping above the current price in 90 days from now is about 43.5%. The Auxier Focus Fund probability density function shows the probability of Auxier Focus mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Auxier Focus has a beta of 0.7621. This suggests as returns on the market go up, Auxier Focus average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Auxier Focus Fund will be expected to be much smaller as well. Additionally, auxier Focus Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Auxier Focus to move above the current price in 90 days from now is about 43.5 (This Auxier Focus Fund probability density function shows the probability of Auxier Mutual Fund to fall within a particular range of prices over 90 days) .
Auxier Focus Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Auxier Focus market risk premium is the additional return an investor will receive from holding Auxier Focus long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Auxier Focus. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Auxier Focus' alpha and beta are two of the key measurements used to evaluate Auxier Focus' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4015 | |||
| Semi Deviation | 0.4789 | |||
| Standard Deviation | 0.5076 | |||
| Variance | 0.2577 |
Auxier Focus Against Markets
Picking the right benchmark for Auxier Focus mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Auxier Focus mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Auxier Focus is critical whether you are bullish or bearish towards Auxier Focus Fund at a given time. Please also check how Auxier Focus' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Auxier Focus without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Auxier Mutual Fund?
Before investing in Auxier Focus, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Auxier Focus. To buy Auxier Focus fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Auxier Focus. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Auxier Focus fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Auxier Focus Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Auxier Focus Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Auxier Focus Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Auxier Focus Fund?
The danger of trading Auxier Focus Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Auxier Focus is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Auxier Focus. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Auxier Focus is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Auxier Focus Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Auxier Focus information on this page should be used as a complementary analysis to other Auxier Focus' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.