Skip to Content

Auxier

Auxier Parent Rating

Average

Auxier has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

A strength of Auxier is its experienced longest-tenured portfolio managers, who have accrued an average 25 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. Auxier has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years. Auxier open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Auxier's rating.

Auxier Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

291.50 Mil

Investment Flows (TTM)

−18.67 Mil

Asset Growth Rate (TTM)

−7.03%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
0
3
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Auxier Focus A74
Auxier Focus Institutional64
Auxier Focus Inv68

Quick Definitions: Key Morningstar Terms

Sponsor Center