AUXFX (Auxier Focus Fund;Inv)
Net Asset Value: 15.87 1-Day Return: -0.05 (-0.31%) YTD Return as of 5/23/12:Up 1.67%

Classification: Large-Cap Core   Objective: Growth   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

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.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 1.67 -1.14 12.60 1.57 5.67
Classification 4.84 -0.59 14.03 -1.44 3.28
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)95607353

Fund Stats

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Investment Objective:Growth
Net Assets ($Mil)246.90
Inception Date:7/9/99
Manager Name, TenureJ. Jeffrey Auxier, 1999
Expense Ratio: 1.25%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 12/31/11)

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Company NameSymbol% Net Assets
Philip Morris International Inc Ord PM 2.43
Molson Coors Brewing Co Ord TAP 2.42
Pepsico Inc Ord PEP 2.41
Merck & Co Inc Ord MRK 2.19
Microsoft Corp Ord MSFT 1.89
Wal-mart Stores Inc Ord WMT 1.87
Medtronic Inc Ord MDT 1.85
Medco Health Solutions Inc Ord MHS 1.73
Unilever Nv Dr UN 1.46
Hospira Inc Ord HSP 1.42
% of Total Holdings 19.67

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