AUXIX Mutual Fund (Auxier Focus Fund Institutional Shares) is managed by Forum Funds with $190.0M in net assets. AUXIX expense ratio is 0.80%, holding 135 positions across sectors including Consumer Staples, Financials, Unknown. Inception date: 2012-05-09.

AUXIX performance shows a YTD return of 10.59%. The 1-year return is 19.07% and the 5-year return is 9.29%. AUXIX dividend yield stands at 2.49%, paid annually.

AUXIX top holdings include Philip Morris International Inc. (4.7%), Corning Inc. (4.2%), Treasury Bill Apr 07, 2026 (4.1%), The Kroger Company (4.0%), 'alphabet Inc., Class 'a'' (3.7%). View all AUXIX holdings, sector breakdown, or dividend history.

AUXIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AUXIX alternatives are available via the screener, along with tax-loss harvesting opportunities.