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Auxier Focus Fund (AUXFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AUXFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AUXFX

AUXFX charges 0.92% annually. There are 209 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to AUXFX

AUXFX has a PortfoliosLab risk / return rank of 62. There are 161 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.


Top Performing AUXFX Alternatives (YTD)

AUXFX is at 7.68% YTD. There are 225 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.


Lowest Volatility Alternatives to AUXFX

AUXFX has 8.68% 1-year volatility. There are 6 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.


Lowest Drawdown Alternatives to AUXFX

AUXFX has a 1-year max drawdown of -5.42%. There are 13 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.


Often Compared With AUXFX

Investors most often compare AUXFX with FFTY, QRVLX, DHLRX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Innovator IBD 50 ETFLarge Cap Growth Equities
29
20.20%
89.40MApr 2015AUXFX vs FFTY
FPA Queens Road Value FundLarge Cap Value Equities
20
10.59%
Jun 2002AUXFX vs QRVLX
Diamond Hill Large Cap Fund Class ILarge Cap Value Equities
5
0.31%
Jan 2005AUXFX vs DHLRX
The MP 63 FundLarge Cap Value Equities
69
11.72%
Mar 1999AUXFX vs DRIPX
Fidelity Equity Dividend Income Fund Class KLarge Cap Value Equities
24
9.26%
May 2008AUXFX vs FETKX
Vanguard Windsor II Fund Admiral SharesLarge Cap Value Equities
48
5.00%
65.40BMay 2001AUXFX vs VWNAX
Fidelity Advisor Capital Development Fund Class OLarge Cap Value Equities
62
8.00%
Dec 1985AUXFX vs FDETX
Copley FundLarge Cap Value Equities
41
6.50%
Sep 1978AUXFX vs COPLX
SEI Institutional Investments Trust U.S. Managed V...Large Cap Value Equities
34
5.85%
Dec 2008AUXFX vs SVYAX
Eaton Vance Focused Value Opportunities FundLarge Cap Value Equities
69
15.31%
Mar 2011AUXFX vs EIFVX
Northern Large Cap Value FundLarge Cap Value Equities
87
11.71%
Aug 2000AUXFX vs NOLVX
Schwab Fundamental US Large Company Index FundLarge Cap Value Equities
91
14.25%
13.25BApr 2007AUXFX vs SFLNX
Rydex S&P 500 Pure Value FundLarge Cap Value Equities
55
9.51%
Feb 2004AUXFX vs RYVVX
Guggenheim Large Cap Value FundLarge Cap Value Equities
54
6.29%
Aug 1944AUXFX vs SECIX
Columbia Select Large Cap Value Fund Institutional...Large Cap Value Equities
91
13.53%
Sep 2010AUXFX vs CSVZX
Ancora Dividend Value Equity FundLarge Cap Value Equities
14
1.73%
May 2019AUXFX vs ADEIX
Glenmede Quantitative U.S. Large Cap Value Equity ...Large Cap Value Equities
72
11.07%
Nov 2017AUXFX vs GQLVX
Nomura Value Fund Class CLarge Cap Value Equities
29
5.50%
Apr 2002AUXFX vs DDVCX
Federated Hermes Equity Income FundLarge Cap Value Equities
72
8.50%
Dec 1986AUXFX vs LEIFX
TETON Westwood Equity FundLarge Cap Value Equities
17
4.58%
Jan 1987AUXFX vs WESWX

Compare AUXFX with Any Fund or Stock

Compare AUXFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair AUXFX with funds that move differently

Auxier Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AUXFX.

Explore AUXFX Diversifiers