AUXIX Auxier Focus Institutional Forecast, Technical & Fundamental Analysis

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).

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).

The average market capitalization across the Auxier Focus Institutional MF is 645.66B. The market cap for tickers in the group ranges from 44.79B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is KR at 44.79B.

The average weekly volume growth across all stocks in the Auxier Focus Institutional MF was 23%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was -7%