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 208 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | AUXFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | AUXFX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | AUXFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | AUXFX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | AUXFX vs TILVX |
Best Risk-Adjusted Alternatives to AUXFX
AUXFX has a PortfoliosLab risk / return rank of 93. There are 115 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | AUXFX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | AUXFX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | AUXFX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | AUXFX vs MALVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | AUXFX vs LSVVX |
Top Performing AUXFX Alternatives (YTD)
AUXFX is at 12.65% YTD. There are 223 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | AUXFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | AUXFX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | AUXFX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | AUXFX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | AUXFX vs ADVGX |
Lowest Volatility Alternatives to AUXFX
AUXFX has 8.84% 1-year volatility. There are 5 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | AUXFX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | AUXFX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | AUXFX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | AUXFX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | AUXFX vs ACIIX |
Lowest Drawdown Alternatives to AUXFX
AUXFX has a 1-year max drawdown of -5.42%. There are 10 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | AUXFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | AUXFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | AUXFX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | AUXFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | AUXFX vs SVAIX |
Often Compared With AUXFX
Investors most often compare AUXFX with FFTY, QRVLX, DHLRX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AUXFX with Any Fund or Stock
Compare AUXFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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