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Net Asset Value:
14.111-Day Return:
-0.03 (-0.21%)YTD Return
as of 11/20/09:
as of 11/20/09:
23.02%AUXFX
(Auxier Focus Fund;Inv)
Classification: Multi-Cap Value
Objective: Growth
Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 23.02 | 38.38 | 0.27 | 3.73 | 5.74 |
| Classification | 25.39 | 57.00 | -8.05 | -0.01 | 3.37 |
| Index (S&P 500) | 23.50 | 48.80 | -5.90 | 0.70 | -0.90 |
| % Rank in Class (1-best,100=worst) | 50 | 89 | 1 | 4 | 9 |
| Investment Objective: | Growth |
|---|---|
| Net Assets ($Mil) | 97.20 |
| Inception Date: | 7/9/99 |
| Manager Name, Tenure | J. Jeffrey Auxier, 1999 |
| Expense Ratio: | 1.35% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Philip Morris International Inc | PM | 3.04 |
| Wal-mart | WMT | 2.84 |
| Dr Pepper Snapp | DPS | 2.28 |
| Coca-cola Co | KO | 2.12 |
| Marsh & Mclennan Companies Inc | MMC | 1.95 |
| Travelers Companies Inc | NA | 1.87 |
| Wellpoint Inc | WLP | 1.76 |
| Kroger Co | KR | 1.62 |
| Zimmer Holdings Inc | ZMH | 1.54 |
| Andersons Inc | ANDE | 1.54 |
| % of Total Holdings | 20.56 | |
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