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AUXAX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$33.03
Change
+$0.09 (+0.27%)
Net Assets
303.55M

AUXAX Auxier Focus A Forecast, Technical & Fundamental Analysis

The investment seeks to provide long-term capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), VISA (NYSE:V), Mastercard (NYSE:MA), Unitedhealth Group (NYSE:UNH), Philip Morris International (NYSE:PM), Merck & Co (NYSE:MRK), Bank of New York Mellon Corp (NYSE:BK), Elevance Health (NYSE:ELV), Kroger Co (The) (NYSE:KR).

Industry description

The investment seeks to provide long-term capital appreciation. 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. Although the fund may invest in companies of any market capitalization, the adviser intends to focus its investments in the equity securities of medium to large U.S. companies (defined by the adviser as companies with market capitalizations above $1 billion at the time of investment).

Market Cap

The average market capitalization across the Auxier Focus A MF is 665.82B. The market cap for tickers in the group ranges from 46.08B to 3.87T. MSFT holds the highest valuation in this group at 3.87T. The lowest valued company is KR at 46.08B.

Volume

The average weekly volume growth across all stocks in the Auxier Focus A MF was 123%. For the same stocks of the MF, the average monthly volume growth was 101% and the average quarterly volume growth was 67%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 52
P/E Growth Rating: 56
Price Growth Rating: 44
SMR Rating: 29
Profit Risk Rating: 35
Seasonality Score: -43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Forum Funds (Auxier)P.O. Box 588Portland
Phone
877-328-9437
Web
www.auxierasset.com
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AUXAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AUXAX has been closely correlated with VVIAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if AUXAX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AUXAX
1D Price
Change %
AUXAX100%
+0.27%
VVIAX - AUXAX
93%
Closely correlated
-0.13%
VIVIX - AUXAX
93%
Closely correlated
-0.13%
VIVAX - AUXAX
93%
Closely correlated
-0.13%
DODGX - AUXAX
88%
Closely correlated
+0.11%
DOXGX - AUXAX
88%
Closely correlated
+0.11%
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